Investment adviser · CRD 105004
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Investment adviser filing (IA)
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
SPRINGFIELD, MA, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $1.21B Form ADV · Item 5.F
- Client accounts
- 163 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $616,249,149 | 51.0% |
| Pooled investment vehicles | 5 | $471,900,336 | 39.0% |
| Charities | Fewer than 5 | $70,946,726 | 5.9% |
| Corporations & businesses | Fewer than 5 | $29,940,632 | 2.5% |
| Retirement plans | Fewer than 5 | $17,467,637 | 1.4% |
| Individuals | 12 | $2,755,040 | 0.2% |
Filing source
Form ADV 2076463 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DOUBLE PLAY PARTNERS L.P.Hedge Fund · Last reported Mar 20, 2026$270MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
PERSHING LLC
SEC 8-17574
JONESTRADING
CRD 6888 · SEC 8-26089
Fund details & source
- Fund ID
- 805-8447433340
- Reported beneficial owners
- 68
- Minimum commitment
- $1M
- Form D file number
- 021-49346
Form ADV 2076463 · Mar 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
ONE MONARCH PLACE, SUITE 700, 1414 MAIN STREETSPRINGFIELD, MA, 01144-0700, United States
CRD 105004
Filing source
Form ADV 2076463 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.