Schwerin Boyle Capital Management Inc (Springfield)

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.

Schwerin Boyle Capital Management: assets under management

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 firm manages $907.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.28 million each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

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.

What kind of clients Daniel Patrick Boyle serves?

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.

Careers at Schwerin Boyle Capital Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Patrick Boyle	Vice president	1 Jul 1989	25% - 50%	1556707
Mary Eleanor Murphy	Treasurer, corporate clerk	1 Jul 1989	Other	1137093
Robert Bruce Schwerin	President	1 Jul 1989	25% - 50%	416690
Daniel Patrick Boyle	President, portfolio manager	1 Jan 1993	50% - 75%	1556707
Maureen Marsella	Chief compliance officer	1 Apr 2004	Other	4784008
Mary Eleanor Murphy	Vp, coo, treasurer	1 Apr 2004	Other	1137093
Mary Eleanor Murphy	Vp, coo, chief compliance officer, treasurer	1 Sep 2006	Other	1137093
Daniel Patrick Boyle	President	1 Jan 2007	75% - 100%	1556707
Mary Eleanor Murphy	Vp, cfo, chief compliance officer	1 Jan 2007	Other	1137093
Robert Bruce Schwerin	Director	1 Jan 2007	25% - 50%	416690
Hans Stephan Wiemann	Vp, chief operating officer	1 Jan 2007	Other	5277624
Mary Eleanor Murphy	Vp	1 Mar 2007	Other	1137093
Michael John Mcgrath	Chief compliance officer	1 Mar 2007	Other	5303453
Hans Stephan Wiemann	Vp, chief operating officer, chief compliance officer	1 Feb 2010	Other	5277624
Richard Epta Teel	Vp, portfolio manager	1 Apr 2013	Other	1253745
Andrew Thomas Henshon	Vp, chief investment officer	1 Oct 2014	Other	6405062
Rory Patrick Obrien	Vp, chief compliance officer	1 Aug 2015	Other	5353289
Addison Bliss Marsh	Chief operating officer	1 Oct 2015	Other	6574262
Richard Xavier Butera	Vice president, treasurer	1 Jan 2019	Other	7073270

Based in Springfield

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.