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Schwerin Boyle Capital Management, Inc

Updated today

Client assets under management

$619,004,189

Clients

148

92% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

37

Low

Average account size

$4,182,461

About

Schwerin Boyle serves individual and high‑net‑worth clients, as well as institutional and charitable accounts, through discretionary separately managed equity portfolios and related advisory services. In addition to SMA services, the firm acts as investment adviser and sponsor to a privately offered pooled vehicle (Double Play) and recommends interests in that fund to suitable, accredited investors.

The firm follows a value‑oriented, largely equity‑focused investment approach, using fundamental analysis that emphasizes free cash flow yields and sum‑of‑the‑parts net asset value assessments and typically pursuing long‑term positions while remaining able to hold cash when attractive opportunities are limited. For its pooled vehicle, Schwerin Boyle employs additional strategies (including short selling, leverage, merger and capital structure arbitrage, and investments in foreign and lower‑grade debt securities) that broaden its trading techniques and risk profile relative to its SMA work.

Distinctive features include acting as a private fund adviser and fund sponsor with performance‑based compensation for the general partner, a structure that is affiliated with the firm and creates potential conflicts of interest that the firm discloses and seeks to manage. The firm also manages a relatively large amount of assets per advisor for a team of its size and documents trade‑allocation, separate portfolio managers for the SMA and fund strategies, and other policies intended to address those conflicts.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments

Fee options

Percentage

1.0% annually, billed quarterly at 0.25% per quarter

Performance-based

15% incentive allocation (performance-based compensation) for Double Play limited partners; no performance fees for SMA clients

Other

Account minimum: $1,000,000

Main office location

Schwerin Boyle Capital Management, Inc

One Monarch Place, Suite 700, 1414 Main Street

Springfield MA 01144-0700, United States

Number of offices

1

Most active in

Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Richard T

CFA®, Series 63

Springfield, MA

Schwerin Boyle Capital Management, Inc

Richard Teel is a CFA® charterholder with 15 years of industry experience, currently serving as a portfolio manager at Schwerin Boyle Capital Management, Inc. He has been with Schwerin Boyle since 1999. In addition to his role at the firm, Mr. Teel is a portfolio manager for Eldaro Investors, LLC, which acts as general partner and manager to Double Play Partners Limited Partnership. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles, focusing on value-oriented separately managed accounts and operating an affiliated private fund that employs a broader range of strategies with performance-based economics.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Rory O

Series 65

Springfield, MA

Schwerin Boyle Capital Management, Inc

Rory Obrien is a financial advisor at Schwerin Boyle Capital Management, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Schwerin Boyle since 2015. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm focuses on value-oriented separately managed account portfolio management, primarily using free cash flow and net asset value approaches, while also managing an affiliated private fund employing a broader range of strategies including foreign securities and arbitrage.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Daniel B

CFA®, Series 63, Series 65

Springfield, MA

Schwerin Boyle Capital Management, Inc

Daniel Boyle is a CFA® charterholder with over 31 years of industry experience. He has been with Schwerin Boyle Capital Management, Inc. since 1989 and is currently a principal at the firm. In addition to his advisory role, Boyle serves as a principal and managing member of Eldaro Investors, LLC, where he contributes in a research capacity. Schwerin Boyle Capital Management serves individual clients, pension and charitable accounts, and privately offered pooled vehicles, focusing on value-oriented separately managed accounts primarily in equity securities. The firm also manages an affiliated private fund that employs a broader range of strategies, including foreign securities and arbitrage, with performance-based economics and side-by-side management.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Thomas W

Series 63, Series 65

Springfield, MA

Schwerin Boyle Capital Management, Inc

Thomas Williamson is a financial advisor at Schwerin Boyle Capital Management, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Schwerin Boyle in 2018, he worked at MFS Fund Distributors, Inc. from 2014 to 2018. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm offers separately managed accounts with a value-oriented investment approach and manages an affiliated private fund employing a broader range of strategies, including arbitrage and distressed debt.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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