SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

SCHWERIN BOYLE CAPITAL MANAGEMENT INC Legal Name

Adviser information for SCHWERIN BOYLE CAPITAL MANAGEMENT, INC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 184 $1.1B
Non-Discretionary 0 $0
Total 184 $1.1B

Clients

Type Number RAUM
Individuals 16 $4.6M
HNW Individuals 149 $551.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 4 $394.5M
Pension and profit sharing plans <5 $16.2M
Charitable organizations <5 $54.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $75.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-35156
SEC ERA File Number 801-35156
SEC CIK Numbers 937522, 741914
SEC CRD Numbers 105004
Legal Entity Identifier 984500CN513F5D601D28

Principal Office

ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD
MA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 413-784-0990, Fax: 413-785-5982

Chief Compliance Officer

RORY PATRICK OBRIEN
VICE PRESIDENT
ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD
MA
United States
Tel: 413-784-0990
Fax: 413-785-5982
(Full email address available in API data)

Regulatory Contact

DANIEL P. BOYLE
PRESIDENT
ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD
MA
United States
Tel: 413-784-0990
Fax: 413-785-5982
(Full email address available in API data)

Industry Affiliates

ELDARO INVESTORS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
DOUBLE PLAY PARTNERS L.P. Hedge Fund $320.2M $1.0M 83

Control Persons

Name Type Entity Title Since Ownership
BOYLE, DANIEL, PATRICK Individual PRESIDENT, PORTFOLIO MANAGER 01/1993 > 75%
TEEL, RICHARD, EPTA Individual VP, PORTFOLIO MANAGER 04/2013 < 5%
OBRIEN, RORY, PATRICK Individual VP, CHIEF COMPLIANCE OFFICER 08/2015 < 5%
BUTERA, RICHARD, XAVIER Individual VICE PRESIDENT, TREASURER 01/2019 < 5%

No. Employees, Historic

105020192020202120222023202420255 on 4/15/20195 on 3/30/20205 on 6/16/20205 on 7/1/20205 on 3/23/20215 on 3/25/20226 on 3/24/20236 on 11/9/20236 on 3/20/2024

RAUM, Historic

2B1B02019202020212022202320242025907239732 on 4/15/20191151883784 on 3/30/20201151883784 on 6/16/20201151883784 on 7/1/20201120403912 on 3/23/20211444478417 on 3/25/20221193904158 on 3/24/20231193904158 on 11/9/20231096756862 on 3/20/2024

No. Clients, Historic

30015002019202020212022202320242025212 on 4/15/2019214 on 3/30/2020214 on 6/16/2020214 on 7/1/2020195 on 3/23/2021191 on 3/25/2022189 on 3/24/2023189 on 11/9/2023177 on 3/20/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC COM 37M 122K
ACUITY BRANDS COM 25M 102K
AGCO CORP COM 17M 177K
ALLEGION PLC COM 9M 77K
ALPHABET, INC COM 52M 285K
ALTRIA GROUP INC COM 6M 126K
AMER EXPRESS COM 48M 208K
ANHEUSER BUSCH ADR COM 3M 59K
ANSYS INC COM 3M 10K
APPLE INC COM 33M 156K
BERKSHIRE HATH A COM 1M 2
BERKSHIRE HATH B COM 141M 348K
BRISTOL MYERS COM 227K 5K
CARMAX INC COM 33M 445K
CENCORA INC COM 7M 30K
CHARLES SCHWAB COM 6M 80K
COGNIZANT TECH COM 10M 152K
COMCAST CORP-A COM 10M 247K
EVERTEC, INC COM 7M 218K
EXPEDITERS INTERNATIONAL WASH COM 889K 7K
EXXON MOBIL COM 32M 275K
GARTNER INC COM 36M 80K
GENTEX CORP COM 15M 453K
INTERCONT'L EXCH COM 8M 62K
JP MORGAN CHASE COM 32M 156K
LIBERTY LIVE A COM 1M 36K
LIBERTY MED FORM 1 COM 7M 104K
LIBERTY SIRIUS-A COM 3M 143K
LOEWS CORP COM 19M 252K
MASTERCARD INC COM 31M 71K
MCKESSON CORP COM 17M 29K
META PLATFORMS COM 64M 126K
MICROSOFT COM 10M 22K
NOW INC COM 235K 17K
OCCIDENTAL PETROLEUM COM 12M 195K
ORACLE CORP COM 1M 7K
PAYPAL HOLDINGS COM 5M 85K
PFIZER INC COM 22M 775K
PHILLIPS 66 COM 15M 109K
SCHWAB INTL EQUITY ETF INTL EQTY ETF 14M 353K
SENSATA TECH COM 2M 47K
SHYFT GROUP COM 7M 583K
SLB COM 16M 340K
SPX TECH. INC. COM 33M 232K
VALERO ENERGY COM 13M 81K
VANGUARD FTSE EMERGING MARKET FTSE EMR MKT ETF 13M 296K
VERIZON COMM COM 21M 517K
WABTEC CORP COM 605K 4K
WALT DISNEY CO. COM 427K 4K
WELLS FARGO COM 52M 877K
XOMETRY INC-A COM 1M 89K