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SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Legal name: SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CRD 105004File 801-35156
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$1.21B
Clients
153
163 accounts
Employees
6
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 8, 1989
- Principal office
- ONE MONARCH PLACE, SUITE 700, 1414 MAIN STREET, SPRINGFIELD, MA, 01144-0700
- Phone
- 413-784-0990
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 163
- Non-discretionary accounts
- 0
- Total accounts
- 163
- AUM per client
- $7.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29.9M |
| Charitable organizations | Fewer than 5 | $70.9M |
| High net worth individuals | 136 | $616.2M |
| Pooled investment vehicles | 5 | $471.9M |
| Pension and profit sharing plans | Fewer than 5 | $17.5M |
| Individuals (other than high net worth individuals) | 12 | $2.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.