# Schwartz Investment Counsel Inc

Schwartz Investment Counsel Inc is a Multi Family Office based in Plymouth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Birmingham, MI, United States
- **Founded:** 1980
- **Assets under management:** $1B–$5B (Altss estimate)
- **Website:** schwartzinvest.com

## Regulatory record

- **CRD number:** 104693
- **SEC file number:** 801-32773
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104693

## About

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.

## Sectors

- Financial Services
- Equities
- Fixed Income
- Real Estate
- Private Credit

## People

- George W. Schwartz — Founder
- Peter Schwartz — CEO & Chief Investment Officer

## 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.

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Last updated: 2026-07-06T01:24:25.113Z

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