Schwerin Boyle Capital Management Inc is a large advisory firm based in Springfield. It manages $907.24 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maryland, and 4 other states.
Schwerin Boyle Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schwerin Boyle Capital Management Inc is $907.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 221% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schwerin Boyle Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Daniel Patrick Boyle is high net worth individuals with 159 clients and $515.21 million of assets under management. Among the 11 most similar advisory firms, Schwerin Boyle Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $907.24 million for 212 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Schwerin Boyle Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Daniel Patrick Boyle has been acting as President since 1 Jan 2007. Richard Xavier Butera joined the executive team most recently as the Vice President, Treasurer.
The principal office where Schwerin Boyle Capital Management Inc performs its advisory services is located at One Monarch Place, Suite 700, Springfield, MA 01144 0700, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 413-784-0990 or by fax 413-785-5982. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.