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| Happy Holidays!! thanks for using AUM13F!! |
| Breckinridge Capital Advisors Inc
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|---|---|
| CRD # | 107143 |
| SEC # | 801-43833 |
| CIK # | |
| AUM | $51.0 B (2025-03-19) |
| Employees | 89 (46% Investors, 0% Brokers) |
| Phone | 617-443-0779 |
| Address | 125 High Street Boston, MA 02110-1529 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,047 | 5.2 |
| (b) Individuals (high net worth individuals) | 7,460 | 27.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 945 | 8.3 |
| (i) State or municipal government entities | 7 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,015 | 7.9 |
| (n) Other | 64 | 1.6 |
| Total | 18,559 | 51.0 |
| By Discretionary | ||
| Discretionary | 18,559 | 51.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,559 | 51.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 50.9 | |
| Total | 18,559 | 51.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kestra Advisory Services LLC
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|
TX | 60.2 |
|
Orion Portfolio Solutions LLC
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|
NE | 57.7 |
|
Parnassus Investments LLC
✚
|
CA | 45.7 |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 45.5 |
|
Sands Capital Management LLC
✚
|
VA | 45.2 |
|
Causeway Capital Management LLC
✚
|
CA | 42.7 |
|
Chandler Asset Management Inc
✚
|
CA | 41.6 |
|
Mondrian Investment Partners Limited
✚
|
41.5 | |
|
Jasper Ridge Partners LP
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|
TX | 40.1 |
|
Calvert Research and Management
✚
|
DC | 39.5 |