SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Firm details
- Headquarters
- SPRINGFIELD, Massachusetts
- CRD number
- 105004
- Registered since
- September 8, 1989
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, UBS FINANCIAL SERVICES INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI50.96%
- Pooled Investment Vehicles39.02%
- Charitable Organizations5.87%
- Corporations / Businesses2.48%
- Pension & Profit Sharing Plans1.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schwerin Boyle Capital Management, Inc. is a privately owned corporate investment adviser that has been SEC-registered since 1989 and is classified in the data set as a hedge fund. The firm provides portfolio management across individual and family clients, pooled investment vehicles, and business or institutional accounts. Its fee model combines a percentage-of-AUM charge with performance-based fees. Schwerin Boyle is not flagged as an active ESG investor or a multi-state adviser in the source data. The firm also appears on the sponsor/manager side of pooled vehicles, acting in roles such as other investment adviser, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 5RORY OBRIEN
Vice PresidentCRD 5353289
DANIEL BOYLE
PresidentCRD 1556707
THOMAS WILLIAMSON
Fund ManagementCRD 6373664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$35.3M in ETFs
100%
$35.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $15.7M | 632,381 | 44.32% |
Location
SPRINGFIELD, MA
HAMPDEN
Location
SPRINGFIELD, MA
Headquartered in SPRINGFIELD, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- HAMPDEN
- Address
- 1 Monarch Pl Suite 700 Main St
- Time zone
- ET (UTC-5)
- Office locations
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