The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S., unless permitted by applicable law.

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management. We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.

Quick Facts

1993

Year founded

Breckinridge has a 30 year history. The firm was founded in 1993 by Executive Chair Peter Coffin.

100 %

Independently owned

Breckinridge is independently owned, with shares currently divided among current and former employees and members of the board.

$51 Billion

Assets

Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at more than $51 billion.*

89 employees

Professionals

Breckinridge currently has 88 employees, 31 of which are investment professionals.*

*AUM as of 12/31/24. Employee figures as of 3/10/25. Investment professionals include portfolio managers, traders, analysts, performance and risk, and the Co-CIOs.