The WESTCHESTER GROUP is a privately held investment adviser that advises $38.42Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. WESTCHESTER GROUP is a Public/Private Fund Assets increased by 39.59% over the last 5-years.
The Group has been registered with the SEC for 27.57 years and is comprised of 2 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 1180 PEACHTREE STREET, NE SUITE 2300, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 67 employees comprised of 24 investment and 43 non-investment staff. The total number of Employees increased by 26.42% over the last 5-years.
Their $38.42Bn in assets advised are owned by 20 private funds, 14 public funds and BDCs and 245 other accounts. Assets of Government Entities and Pension Plans clients own $14.93Bn or 38.85% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $11.69Bn or 30.41% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Emerging Markets and Multi Strat, representing 65.56%, 32.22% and 2.22% of total assets, respectively.
They advise 9 types of clients, top clients are Government Entities and Pension Plans and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WESTCHESTER GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.