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Schwerin Boyle Capital Management, Inc CRD 105004
$1.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144-0700 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-30 |
Branch Locations
One Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144-0700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 07/2014 | 03/2018 |
| Schwerin Boyle Capital Management, Inc | Springfield | MA | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-28 |
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