Schwerin Boyle Capital Management, Inc

Overview

Schwerin Boyle Capital Management, Inc is an SEC registered investment adviser based in Springfield, MA, registered since 1989. It reports $1.2B in assets under management across 163 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

163

Average account

$7.4M

Employees

6

Advisory reps

4

Registered since

1989

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Rory Patrick Obrien President, Chief Compliance Officer CRD 5353289
• Richard Epta Teel Jr Vice President, Portfolio Manager, Chief Investment Officer CRD 1253745
• Daniel Patrick Boyle Director, Analyst CRD 1556707

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Daniel Patrick Boyle Investment Adviser Rep CRD 1556707
• Rory Patrick Obrien Investment Adviser Rep CRD 5353289
• Richard Epta Teel Jr. Investment Adviser Rep CRD 1253745

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1414 Main St Ste 700
Springfield, MA 01144

County

Hampden

Metro area

Springfield, MA

Region

Northeast

Registrations

• SEC registered
• Registered in 7 jurisdictions

Every state, with registration dates

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