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 |
Principal Office
ONE MONARCH PLACE, SUITE 7001414 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
R**********@****************M
(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
D**@****************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |