# WESTCHESTER CAPITAL MANAGEMENT, LLC

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

## Registration

- CRD: 155686
- Type: SEC-registered investment adviser
- SEC file number: 801-72002
- Location: 100 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595-1339
- Phone: 914-741-5600
- Latest filing: 2026-03-30
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Clients: 10
- Accounts: 7

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Green William | PRESIDENT, DIRECTOR AND SHAREHOLDER | Charlotte, NC |
| George Robert Aylward | CHIEF EXECUTIVE OFFICER | — |
| Andra Cynthia Purkalitis | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| Michael Aaron Angerthal | EXECUTIVE VICE PRESIDENT | — |
| Roy Douglas Behren | CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| Michael Thomas Shannon | CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | — |
| Casaundra Lee Wu | ASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| Christopher J Colomb | CHIEF OPERATIONS OFFICER | — |
| Richard William Smirl | EXECUTIVE VICE PRESIDENT | — |
| SMIRL RICHARD WILLIAM | EXECUTIVE VICE PRESIDENT | — |
| BEHREN ROY DOUGLAS | CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER; ELECTED MANAGER; ELECTED MANAGER, CO-PRESIDENT AND TREASURER (+1 more) | — |
| HILLS WENDY JACQUELINE | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | — |
| RUBIN BRUCE JAY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| SHANNON MICHAEL THOMAS | CO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICER; ELECTED MANAGER; ELECTED MANAGER AND CO-PRESIDENT (+1 more) | — |
| PURKALITIS ANDRA CYNTHIA | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| AYLWARD GEORGE ROBERT | CHIEF EXECUTIVE OFFICER | — |
| ANGERTHAL MICHAEL AARON | EXECUTIVE VICE PRESIDENT | — |
| WU CASAUNDRA LEE | ASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| COLOMB CHRISTOPHER J | CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155686/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155686/similar
- Related entities: https://search.stillhousedata.com/firm/155686/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155686

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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.