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Building 2SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

Map pinSPRINGFIELD, MA
Phone413-784-0990
NotebookSEC #801-35156
Total AUM
$1.2B
Employees
6
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD
MA 01144-0700
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
413-784-0990

ReceiptFinancials

Total AUM
$1.2B
Accounts
163
Discretionary
$1.2B
Accounts
163
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$2.8M
HNW Individual Clients
136
AUM
$616.2M
Pooled Vehicle Clients
5
AUM
$471.9M
Pension/Profit Sharing Plan Clients
1
AUM
$17.5M
Charitable Organization Clients
1
AUM
$70.9M
Corporation or Business Clients
1
AUM
$29.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMDNHNJNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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