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Schwartz Investment Counsel Inc
George Schwartz founded the firm in Birmingham, Michigan, in 1980. The Schwartz family remains in control; Peter Schwartz serves as CEO and CIO.
Schwartz Investment Counsel Inc
George Schwartz founded the firm in Birmingham, Michigan, in 1980. The Schwartz family remains in control; Peter Schwartz serves as CEO and CIO. The underlying wealth originates from the Schwartz family's own capital, supplemented by outside clients who operate as a multi-family office structure. The firm allocates across equities, fixed income, real estate, and private credit. Public filings show significant holdings in US large-cap equities — sectors include financials, healthcare, and industrials. The firm also deploys capital into direct real estate investments and private credit vehicles, often alongside institutional partners. Geographic focus is primarily the United States. In 2023, the firm filed an SEC Form ADV reporting discretionary assets under management in the range of $1–$5 billion. The team includes portfolio managers and support staff in Birmingham, with no additional offices disclosed. The firm operates as a registered investment advisor (RIA), a structure that allows it to serve both the founding family and a limited number of outside families. The structural differentiator is its dual-registration as both an RIA and a multi-family office — a hybrid that offers institutional-grade investment management to a select group of families while maintaining lean operational overhead. The firm's long-tenured investment team and concentrated portfolio suggest a patient, value-oriented philosophy.
General information
Firm type
Multi Family Office
Year founded
1980
AUM
$1B–$5B (Altss estimate)
Location
Region
North America
Country
United States
City
Birmingham
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.
Is Schwartz Investment Counsel structured as a single family office or multi-family office?
The firm operates as a multi-family office (MFO) under the SEC's definition of a registered investment advisor. It serves the founding Schwartz family as well as a limited number of external high-net-worth families. This structure is disclosed in the firm's Form ADV.
What investment stages does Schwartz Investment Counsel typically target?
The firm focuses on liquid public markets — equities and fixed income — as its core allocation. It also participates in direct real estate investments and private credit, which are typically held to maturity or long-term hold periods. No venture or growth equity exposure has been disclosed.
Which sectors does Schwartz Investment Counsel explicitly avoid?
The firm's publicly available filings do not specify sector exclusion lists. However, its disclosed holdings skew toward financials, healthcare, and industrials, with no reported positions in technology or biotech startups. The firm likely avoids highly speculative or illiquid asset classes outside real estate and credit.
How is Schwartz Investment Counsel related to other Schwartz family entities?
The firm appears to be a standalone RIA and not part of a broader family-office network. No publicly identified philanthropic foundation or operating company is linked to the Schwartz family under a separate entity. The firm's ADV indicates no control by external financial organizations.
What is the firm's known posture on co-investments alongside external GPs?
The firm's disclosed private credit and real estate investments suggest a willingness to co-invest alongside institutional partners. No specific co-investment track record or fund-of-funds vehicle has been publicly detailed. The firm likely participates on a deal-by-deal basis rather than through a dedicated program.
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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