Breckinridge Capital Advisors Inc
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 107143
- Registered since
- April 29, 1993
- Website
- www.breckinridge.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.27%
- Charitable Organizations17.58%
- Corporations / Businesses14.78%
- Individuals9.2%
- Other2.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Breckinridge Capital Advisors Inc. is a corporation registered with the SEC since 1993 that operates as an institutional registered investment adviser serving both individual/family and institutional clients. The firm provides discretionary portfolio management across a range of client structures, including individuals and small businesses, investment companies, pooled investment vehicles, and institutional accounts. Its stated fee model is a percentage of assets under management. Filings indicate a strong fixed-income orientation. The firm does not identify itself as an active ESG investor, is not structured as a capital allocator, and is not listed as a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds75%
- US Government Bonds12%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
3 of 6
Helen Mcauley
Chief Compliance OfficerCRD 3231919
Benjamin Smelser
Chief Technology OfficerCRD 5885441
Jeffrey Glenn
Co-Chief Investment OfficerCRD 2877549
Contacts
3 of 32
Abigail Ingalls
Senior Research AnalystCRD 5490610
Christina Lynch
Head of Private WealthCRD 5638523
Aimee Korch
Vice PresidentCRD 4936041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 125 High St
- Time zone
- ET (UTC-5)
- Office locations
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