Westchester Capital Hudson Valley Partners Revenue, Growth & Competitor Profile

DBA WESTCHESTER CAPITAL MANAGEMENT, LLC
DBA WESTCHESTER CAPITAL MANAGEMENT, LLC
DBA WESTCHESTER CAPITAL PARTNERS, LLC
DBA WESTCHESTER CAPITAL PARTNERS, LLC

Company Profile & Annual Report for Westchester Capital Hudson Valley Partners

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Westchester Capital Hudson Valley Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	100 Summit Lake Drive Valhalla, NY 10595

Note: Revenues for privately held companies are statistical evaluations.


Westchester Capital Hudson Valley Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Westchester Capital Hudson Valley Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Westchester Capital Hudson Valley Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Westchester Capital Hudson Valley Partners Annual Revenue and Growth Rate

Westchester Capital Hudson Valley Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Westchester Capital Hudson Valley Partners's revenues are gauged from an analysis of company filings.

Westchester Capital Hudson Valley Partners's Income Statement (based on Industry Averages)

Westchester Capital Hudson Valley Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Westchester Capital Hudson Valley Partners has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
April 24, 2024	42	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Westchester Capital Hudson Valley Partners is developing and marketing. Westchester Capital Hudson Valley Partners doesn't have any recent trademark applications, indicating Westchester Capital Hudson Valley Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
YOU DON'T HAVE TO BE BULLISH TO LIKE THE MERGER FUND investment advisory and asset management services	03/23/1999
INVEST IN THE CONSOLIDATION OF CORPORATE AMERICA investment advisory and asset management services	03/23/1999

See all trademarks and details in the Full Report.

Market Share of Westchester Capital Hudson Valley Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Westchester Capital Hudson Valley Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Westchester Capital Hudson Valley Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
DEER MANAGEMENT	Larchmont, NY	100
MARINER INVESTMENT GROUP	Harrison, NY	63
KOHLBERG	Mount Kisco, NY	57
MBIA	Purchase, NY	36
OTA MANAGEMENT	Purchase, NY	30
BELLE HAVEN INVESTMENTS	Rye Brook, NY	27

Future Competition: Westchester Capital Hudson Valley Partners's Fastest Growing Competitors

These companies are in the same general field as Westchester Capital Hudson Valley Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)