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Schwartz Investment Counsel Inc
SCHWARTZ INVESTMENT COUNSEL INC is an SEC-registered investment adviser in PLYMOUTH, MI, since 1988. The firm manages approximately $3.8 billion in assets.
Schwartz Investment Counsel Inc
SCHWARTZ INVESTMENT COUNSEL INC is an SEC-registered investment adviser in PLYMOUTH, MI, since 1988. The firm manages approximately $3.8 billion in assets. It has 20 employees and 11 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1980
Location
Region
North America
Country
United States
City
Plymouth
Corporate office
Birmingham, MI, United States
Principals
George W. Schwartz
Founder
Peter Schwartz
CEO & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Schwartz Investment Counsel?
Peter Schwartz serves as CEO and Chief Investment Officer, according to the firm's SEC filings. He leads the investment committee and oversees portfolio management across asset classes. George Schwartz, the founder, is no longer actively involved in day-to-day management.
How does Schwartz Investment Counsel source proprietary deal flow?
The firm relies on long-standing relationships with institutional partners and investment banks for private credit and real estate opportunities. Public market investments are managed via standard research-driven stock selection. The firm does not disclose a formal venture capital or direct lending origination team.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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