Schwerin Boyle Capital Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$619,004,189
Clients
148
Advisors
4
of 6 employees
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
Expertise
Fee options
1.0% annually, billed quarterly at 0.25% per quarter
15% incentive allocation (performance-based compensation) for Double Play limited partners; no performance fees for SMA clients
Account minimum: $1,000,000
Main office
One Monarch Place, Suite 700, 1414 Main Street
Springfield MA 01144-0700
Advisors at this office
4
Most active in
Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York
Also doing business as
Schwerin Boyle Capital Management Inc · Schwerin Boyle Capital Management, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
Daniel B
CFA®, Series 63, Series 65
Springfield, MA
Schwerin Boyle Capital Management, Inc
Daniel Boyle is a CFA® charterholder with 32 years of industry experience and serves as a principal at Schwerin Boyle Capital Management, Inc., where he has worked since 1989. He is a managing member of Eldaro Investors, LLC, which acts as a general partner to the Double Play Limited Partnership, and he serves in a research capacity for Eldaro Investors. Schwerin Boyle Capital Management serves individual and high-net-worth clients, as well as institutional and charitable accounts, through discretionary separately managed equity portfolios and related advisory services. The firm employs a value-oriented, equity-focused investment approach and also acts as adviser and sponsor to a privately offered pooled vehicle that utilizes additional strategies such as short selling and arbitrage.
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.
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