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BRECKINRIDGE CAPITAL ADVISORS INC
BOSTON, MA
617-443-0779
SEC #801-43833Total AUM
$54.3B
Employees
88Clients
18,447Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 HIGH STREET
SUITE 431
BOSTON
MA 02110-1529
United States
SUITE 431
BOSTON
MA 02110-1529
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-443-0779
Other Offices
1
Financials
Total AUM
$54.3B
Accounts
18,447Discretionary
$54.3B
Accounts
18,447Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8,657AUM
$5B
HNW Individual Clients
7,705AUM
$29.5B
Investment Company Clients
2AUM
$113.2M
Pooled Vehicle Clients
1AUM
$197.7M
Pension/Profit Sharing Plan Clients
33AUM
$66M
Charitable Organization Clients
975AUM
$9.5B
Government Entity Clients
6AUM
$75.1M
Insurance Company Clients
13AUM
$194.8M
Corporation or Business Clients
987AUM
$8B
Other Clients
68AUM
$1.6B
Description of Other Clients
INSTITUTIONAL TRUSTS, TAFT/HARTLEY, RETIREMENT PLANS NOT CAPTURED IN OTHER CATEGORIES
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.