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| Breckinridge Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 107143 |
| SEC # | 801-43833 |
| CIK # | |
| AUM | $42.2 BB (2023-03-29) |
| Employees | 91 (52% Investors, 0% Brokers) |
| Phone | 617-443-0779 |
| Address | 125 High Street Boston, MA 02110-1529 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,713 | 5.0 |
| (b) Individuals (high net worth individuals) | 6,423 | 22.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 0.1 |
| (h) Charitable organizations | 726 | 5.9 |
| (i) State or municipal government entities | 6 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 15 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 941 | 6.2 |
| (n) Other | 65 | 1.8 |
| Total | 16,930 | 42.2 |
| By Discretionary | ||
| Discretionary | 16,930 | 42.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,930 | 42.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 42.2 | |
| Total | 16,930 | 42.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pzena Investment Management LLC
✚
|
NY | 49.3 |
|
Buck Global LLC
✚
|
NY | 48.5 |
|
Natixis Advisors LLC
✚
|
MA | 46.2 |
|
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 43.7 |
|
Mondrian Investment Partners Limited
✚
|
43.3 | |
|
Kestra Advisory Services LLC
✚
|
TX | 41.8 |
|
Parnassus Investments LLC
✚
|
CA | 40.9 |
|
Sands Capital Management LLC
✚
|
VA | 38.9 |
|
Envestnet Portfolio Solutions Inc
✚
|
IL | 35.8 |
|
Causeway Capital Management LLC
✚
|
CA | 34.9 |