Westchester Capital Management (Omaha) Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1987

Year Founded

  • Professionals
  • 3

Professionals

  • AUM

Westchester Capital Management (Omaha) General Information

Description

Westchester Capital Management is an investment advisory firm based in Omaha, Nebraska. Established in 1987, the firm manages investment assets--primarily stocks and bonds--for individuals, trusts, corporations, IRAs, pension plans, and profit-sharing plans. It also provides professional investment advice. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.westchestercapital.com
Year Founded
1987
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
President, Chief Executive Officer, Chair of the Investment and Portfolio Management Committees & Treasurer of the Board of Directors
Email
Phone
Corporate Office
  • 801 North 96th Street
  • Omaha, NE 68114
  • United States
+1 (402)

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Westchester Capital Management (Omaha) Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Westchester Capital Management (Omaha) Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Westchester Capital Management (Omaha) Team (3)

Name Title Office
Cindy Christensen President, Chief Executive Officer, Chair of the Investment and Portfolio Management Committees & Treasurer of the Board of Directors Omaha, NE
Donna Nelson Executive Vice President, Chief Operating Officer & Member of the Investment Management and Portfolio Management Committee Omaha, NE
Max Vogt Vice President, Research & Member of the Investment Management and Portfolio Management Committee Omaha, NE
To view Westchester Capital Management (Omaha)’s complete team members history, request access »

Westchester Capital Management (Omaha) FAQs

  • When was Westchester Capital Management (Omaha) founded?

    Westchester Capital Management (Omaha) was founded in 1987.

  • Who is the CEO of Westchester Capital Management (Omaha)?

    Cindy Christensen is the CEO of Westchester Capital Management (Omaha).

  • Where is Westchester Capital Management (Omaha) headquartered?

    Westchester Capital Management (Omaha) is headquartered in Omaha, NE.

  • How many Assets Under Management (AUM) does Westchester Capital Management (Omaha) have?

    Westchester Capital Management (Omaha) has in assets under management.

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