Breckinridge Capital Advisors is a Boston-based, independently owned investment advisor specializing in investment grade fixed income portfolio management.
Our approach to investing is characterized by our:
- Singular focus on investment grade fixed income
- Commitment to rigorous bottom-up research
- Expertise in ESG integration
- 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 $40 billion as of September 30, 2019.
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.
Breckinridge has a 25+ 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.
Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at $40 billion.*
Breckinridge currently has 76 employees, 34 of which are investment professionals.*
*AUM as of 9/30/19. Employee figures as of 11/6/19. Investment professionals include portfolio managers, traders, analysts and investment strategists.