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 $42 billion as of December 31, 2022.
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 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 and members of the board.
Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at more than $42 billion.*
Breckinridge currently has 93 employees, 38 of which are investment professionals.*
*AUM as of 12/31/22. Employee figures as of 1/23/23. 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