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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 $48 billion as of March 31, 2024.

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.

 

Quick Facts

1993

Year founded

Breckinridge has a 30 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.

$48 Billion

Assets

Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at more than $48 billion.*

91 employees

Professionals

Breckinridge currently has 91 employees, 33 of which are investment professionals.*

*AUM as of 3/31/24. Employee figures as of 6/25/24. Investment professionals include portfolio managers, traders, analysts, and the CIO.

[1] 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

Breckinridge Capabilities Overview

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

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