# WESTCHESTER CAPITAL MANAGEMENT INC

WESTCHESTER CAPITAL MANAGEMENT INC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 110961
- Type: SEC-registered investment adviser
- SEC file number: 801-28498
- Location: 801 NORTH 96TH ST, OMAHA, NE, 68114-2538
- Phone: 402-392-2418
- Latest filing: 2025-09-23
- Regulatory AUM: $556.3M
- Discretionary AUM: $556.3M
- Clients: 7
- Accounts: 657

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Cindy Lou Christensen | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Donna Charlotte Erickson-Nelson | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| ROGERS TRACY WARREN | PRESIDENT/CEO | — |
| GREER RANDALL DEWEY | CIO | — |
| CHRISTENSEN CINDY LOU | CHIEF COMPLIANCE OFFICER; EXEC VP/COO; EXEC VP/COO,CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CHRISTENSEN CINDY | EXEC VP/COO | — |
| ROGERS JAMES ALAN | VICE PRESIDENT; VICE PRESIDENT OF MARKETING | — |
| ERICKSON-NELSON DONNA CHARLOTTE | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110961/similar
- Related entities: https://search.stillhousedata.com/firm/110961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110961

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.