# WESTCHESTER CAPITAL PARTNERS, LLC

WESTCHESTER CAPITAL PARTNERS, LLC of VALHALLA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 135955
- Type: SEC-registered investment adviser
- SEC file number: 801-73214
- Location: 100 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595-1339
- Phone: 914-741-5600
- Latest filing: 2026-06-24
- Regulatory AUM: $34.2M
- Discretionary AUM: $34.2M
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| [Green William](https://search.stillhousedata.com/person/10253) | MANAGER AND MEMBER; MEMBER | Charlotte, NC |
| [George Robert Aylward](https://search.stillhousedata.com/person/669751) | CHIEF EXECUTIVE OFFICER | — |
| [Andra Cynthia Purkalitis](https://search.stillhousedata.com/person/669752) | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| [Michael Aaron Angerthal](https://search.stillhousedata.com/person/674129) | EXECUTIVE VICE PRESIDENT | — |
| [Roy Douglas Behren](https://search.stillhousedata.com/person/694361) | CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| [Michael Thomas Shannon](https://search.stillhousedata.com/person/694362) | CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| [Casaundra Lee Wu](https://search.stillhousedata.com/person/694363) | ASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| [Christopher J Colomb](https://search.stillhousedata.com/person/694364) | CHIEF OPERATIONS OFFICER | — |
| [Richard William Smirl](https://search.stillhousedata.com/person/694365) | EXECUTIVE VICE PRESIDENT | — |
| [SMITH GREGORY LEE](https://search.stillhousedata.com/person/731121) | MEMBER | — |
| [SMIRL RICHARD WILLIAM](https://search.stillhousedata.com/person/737303) | EXECUTIVE VICE PRESIDENT | — |
| [BEHREN ROY DOUGLAS](https://search.stillhousedata.com/person/755055) | CO-MANAGER, CO-PRESIDENT, TREASURER AND MEMBER; CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER; MEMBER (+1 more) | — |
| [HILLS WENDY JACQUELINE](https://search.stillhousedata.com/person/758194) | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | — |
| [LYNCH ROBERT KELLY](https://search.stillhousedata.com/person/767876) | MEMBER | — |
| [RUBIN BRUCE JAY](https://search.stillhousedata.com/person/796378) | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [SHANNON MICHAEL THOMAS](https://search.stillhousedata.com/person/796379) | CO-MANAGER, CO-PRESIDENT AND MEMBER; CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| [PURKALITIS ANDRA CYNTHIA](https://search.stillhousedata.com/person/812745) | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| [AYLWARD GEORGE ROBERT](https://search.stillhousedata.com/person/814201) | CHIEF EXECUTIVE OFFICER | — |
| [ANGERTHAL MICHAEL AARON](https://search.stillhousedata.com/person/814202) | EXECUTIVE VICE PRESIDENT | — |
| [CARY ABRAHAM RICHARD](https://search.stillhousedata.com/person/827485) | MEMBER | — |
| [WU CASAUNDRA LEE](https://search.stillhousedata.com/person/864214) | ASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| [COLOMB CHRISTOPHER J](https://search.stillhousedata.com/person/864215) | CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WESTCHESTER CAPITAL MASTER TRUST | Hedge Fund | Bermuda | 10 | $34.2M | $500K |


## Fund service providers (1)

- custodian: WESTCHESTER CAPITAL HUDSON VALLEY PARTNERS, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135955/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135955/similar
- Related entities: https://search.stillhousedata.com/firm/135955/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135955

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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.