Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.
We believe the following characteristics set us apart:
- Commitment to staying independent
- Disciplined portfolio management
- Rigorous fundamental credit analysis
- Forward looking and integrated ESG research
- Ability to customize separate accounts at scale
- Proprietary technology platform
- Culture of exceptional responsiveness and access
- Competitive pricing
We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of September 30, 2023.
Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest.
Breckinridge has a 30 year history. The firm was founded in 1993 by President Peter Coffin.
Breckinridge is independently owned, with shares currently divided among current and former employees and members of the board.
Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at more than $44 billion.*
Breckinridge currently has 92 employees, 36 of which are investment professionals.*
*AUM as of 9/30/23. Employee figures as of 10/23/23. Investment professionals include portfolio managers, traders, analysts, performance and risk analyst and the CIO.
 In order to achieve B Corp certification, a company must complete the B Impact Assessment and Disclosure Questionnaire and then get verified by an analyst from B Lab Global. B Corps must be recertified every three years and pay an annual fee. https://www.bcorporation.net/en-us/certification