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BRECKINRIDGE CAPITAL ADVISORS INC
CRD 107143 · SEC 801-43833
125 HIGH STREET, SUITE 431, BOSTON, MA, 02110-1529, United States
Phone
617-443-0779
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$54.28B
Discretionary AUM
$54.28B
Team
88 total employees; 41 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8657 | $4.99B |
| High net worth individuals | 7705 | $29.46B |
| Investment companies | 2 | $113.2M |
| Pooled investment vehicles | 1 | $197.7M |
| Pension/profit sharing plans | 33 | $66.0M |
| Charitable organizations | 975 | $9.54B |
| State/municipal entities | 6 | $75.1M |
| Insurance companies | 13 | $194.8M |
| Corporations/business entities | 987 | $8.02B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD