The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website.

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.

What Sets Us Apart:

  • Independent Asset Manager
  • Integrated Fundamental & ESG Research
  • A Decade of Sustainability
  • Strong belief in customized separate accounts
  • Continuous emphasis on innovation

Working through a network of investment consultants and advisors, we serve a wide variety of clients ranging from high net worth individuals to large institutions. Breckinridge’s assets under management totaled more than $46 billion as of June 30, 2021.

Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp. 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.

 

Quick Facts

1993

Year founded

Breckinridge has a 25+ year history. The firm was founded in 1993 by President Peter Coffin.

100 %

Independently owned

Breckinridge is independently owned, with shares currently divided among current and former employees and members of the board.

$46 Billion

Assets

Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at more than $46 billion.*

87 employees

Professionals

Breckinridge currently has 87 employees, 35 of which are investment professionals.*

*AUM as of 6/30/21. Employee figures as of 7/26/21. Investment professionals include portfolio managers, traders, analysts and investment strategists.

Breckinridge Capabilities Overview

Learn more about our capabilities, investment philosophy and how we can help you meet your goals.

View