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| Keyboard |
| Breckinridge Capital Advisors Inc
✚
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|
|---|---|
| CRD # | 107143 |
| SEC # | 801-43833 |
| CIK # | |
| AUM | 54.28 B (2026-03-18) |
| Employees | 88 (47% 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) | 8,657 | 5.0 |
| (b) Individuals (high net worth individuals) | 7,705 | 29.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 33 | 0.1 |
| (h) Charitable organizations | 975 | 9.5 |
| (i) State or municipal government entities | 6 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 987 | 8.0 |
| (n) Other | 68 | 1.6 |
| Total | 18,447 | 54.3 |
| By Discretionary | ||
| Discretionary | 18,447 | 54.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,447 | 54.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 54.2 | |
| Total | 18,447 | 54.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $17.8B |
| Serves | Institutional, Retail |
| LEI | 254900QE44F6XBK73276 |
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|---|---|---|
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