The SCHWARTZ INVESTMENT COUNSEL INC is a publicly held investment adviser that advises $3.91Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. SCHWARTZ INVESTMENT COUNSEL INC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 25.25% over the last 5-years.
The Group has been registered with the SEC for 37.95 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 801 W. ANN ARBOR TRAIL STE 244, PLYMOUTH, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 20 employees comprised of 11 investment and 9 non-investment staff. The total number of Employees remained the same over the last few years.
Their $3.91Bn in assets advised are owned by 0 private funds, 8 public funds and BDCs and 12 other accounts. Assets of Investment Companies (IC) clients own $3.81Bn or 97.4% of Total Assets and High Net Worth Individuals own $58.88mn or 1.5% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 78.99% and 21.01% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SCHWARTZ INVESTMENT COUNSEL INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.