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

Our distinct approach to investing is characterized by our:

  • Singular focus on investment-grade fixed income
  • Strong belief in customized separate accounts
  • Commitment to rigorous bottom-up credit research
  • Expertise in ESG integration
  • 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 approximately $30.7 billion as of June 30, 2017.

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 20+ year history. The firm was founded in 1993 by President Peter Coffin.

100 %

Employee owned

Breckinridge is independently owned, with shares currently divided among current and former employees.

$30 billion

Assets

Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at over $30 billion.*

66 employees

Professionals

Breckinridge currently has 66 employees, 29 of which are investment professionals.*

*AUM as of 6/30/17. Employee figures as of 6/30/17.