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 corporation that operates as an SEC-registered investment adviser and is classified in the data as a hedge fund. The firm serves both individual/family and institutional clients and charges both a percentage-of-assets fee and performance-based fees. Its advisory activities include portfolio management for individuals and small businesses, for pooled investment vehicles, and for businesses or institutions. The firm is not identified as an active ESG investor and is not registered as a multi-state or newly formed adviser. Industry affiliations indicate Schwerin Boyle Capital Management, Inc acts in roles such as other investment adviser and sponsor, and as a general partner/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
Richard Teel
Vice PresidentCRD 1253745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$38.8M in ETFs
100%
$38.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $17.5M | 632,381 | 45.10% |
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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