Schwerin Boyle Capital Management Inc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 153
- Avg AUM / client
- $7.9M
- Accounts
- 163
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $2.8M | 0.23% |
| High net worth individuals | 136 | $616M | 51.0% |
| Pooled investment vehicles (non-investment companies) | 5 | $472M | 39.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $17.5M | 1.44% |
| Charitable organizations | Fewer than 5 clients | $70.9M | 5.87% |
| Corporations and other businesses | Fewer than 5 clients | $29.9M | 2.48% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $320M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Double Play Partners L.P. | Hedge Fund | Massachusetts | $320M | 83 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Patrick Boyle | President, Portfolio Manager | CFA | Jan 1993 (34y) | 75% or more |
| Richard Epta Teel | Vp, Portfolio Manager | CFA | Jan 2011 (16y) | Less than 5% |
| Rory Patrick Obrien | Vp, Chief Compliance Officer | Aug 2015 (11y) | Less than 5% | |
| Butera, Richard, Xavier | Vice President, Treasurer | Jan 2019 (8y) | Less than 5% | |
| Thomas Joseph Williamson | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $320M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Double Play Partners L.P. | Hedge Fund | $320M | $1.0M | 83 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $283M (23% of AUM) Mar 2026
- Charles Schwab & Co. $272M (23% of AUM) Mar 2026
- Wells Fargo $266M (22% of AUM) Mar 2026
- Wilmington Trust Company $210M (18% of AUM) Nov 2023
- UBS $169M (14% of AUM) Apr 2025
- Morgan Stanley $128M (11% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗