Schwerin Boyle Capital Management, Inc

RIASEC RegisteredEst. 1989

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$7.4M

Accounts

163

Employees

Advisory reps

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

FINTRX

Overview

Schwerin Boyle Capital Management, Inc. is a privately owned investment adviser operating as a corporate entity that has been SEC-registered since 1989. It is classified in the FINTRX data as a hedge fund-style adviser that serves both high-net-worth individuals and families as well as institutional clients. The firm’s advisory remit includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and institutional portfolio services. Its pricing combines a percentage-of-assets fee with performance-based components, and the firm is not identified as an active ESG investor. The firm also functions as an investment sponsor and general partner, and it acts as managing member for pooled vehicles it operates. That organizational posture suggests Schwerin Boyle runs both separately managed strategies and pooled funds where it takes a governance and fee-taking role typical of hedge fund sponsors.