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Breckinridge Capital Advisors INC

Breckinridge Capital Advisors INC. CRD 107143

Breckinridge Capital Advisors INC logo

CRD: 107143

Breckinridge Capital Advisors INC

Boston, MA, 02110
6174430779
www.breckinridge.com
$54.3B Total AUM
$54.3B Disc. AUM
9.0% 3Y CAGR
88 Employees
18,447 ADV. Clients
33 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · SEI
Clients
Retail and Institutional
Platforms
Momentum
Established Date
04-29-1993
Office Locations
2

Office Locations

125 High Street Suite 431 Boston MA
4655 Executive Drive Suite 820 SAN Diego CA

About Breckinridge Capital Advisors INC

Breckinridge Capital Advisors is a Boston-based asset manager serving investment professionals and institutional asset owners with investment-grade fixed income and dividend-income strategies. The firm runs multi-sector and sector-focused bond portfolios across short to broad duration, with a notable emphasis on municipal bond research. A research-driven approach—led by dedicated municipal and corporate research heads and a co-CIO—supports distribution-ready insights and implementation.

Team overview

39 AVG AGE
$1.3B AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
9.1 yrs AVG TENURE
88 Employees
41 Advisory Reps
27 RIA Reps
33yrs Firm Age

Insights

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Asset Classes

Focus Unison

Client Personas

Alpha

Custodian

Signal Frontier

Investment Themes

Bridge Vital Zenith eagle Oak

Investment Vehicles

Peak crest

Platform

North Fusion prime Meridian vertex

Services

Insight Matrix value Oak

Technology

Ember

Owner & Executives

P

PETER BRECKINRIDGE COFFIN

Advisor, DIRECTOR

CRD
#2661584
Ownership
50% but less than 75%
(832) 576-7062
element.wave@timbercapital.com
in linkedin.com/in/value-frontier
GEORGE PUTNAM BEAL

GEORGE PUTNAM BEAL

DIRECTOR, Managing Member, Partner

CRD
#4359958
Ownership
Less than 5%
(409) 800-3721
quantum.prime@deltacapital.com
in linkedin.com/in/optima-delta
V

Vector summit

Element focus

CRD
#20636
Ownership
10.5%
(388) 331-9990
frontier.eagle@ridgecapital.com
in linkedin.com/in/delta-zenith

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Contacts

P

PATRICK LUIS ARAUJO-LIPINE

Director

CRD
#6050872
(397) 506-9865
zenith.unison@zenithcapital.com
in linkedin.com/in/summit-oak
James Gilchrest Begen

James Gilchrest Begen

Senior Relationship Manager

CRD
#8087777
(311) 269-8579
eagle.foundation@zenithcapital.com
in linkedin.com/in/insight-value
C

Catalyst capital

Pathway focus unison

CRD
#36851
(368) 851-4228
radial.glacier@optimacapital.com
in linkedin.com/in/ember-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
03-29-2023
11-07-2024
03-19-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $54,279,265,206 $2,942,444
Non-Discretionary $0 --
Total $54,279,265,206 $2,942,444

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Separately Managed Accounts

Total SMA Asset: $53,968,361,613

$54.0B Total SMA
Municipal Bonds:
20.4%
U.S. Government/Agency:
15.2%
Corporate - Investment Grade:
13.9%
Cash:
18.1%
Other:
32.4%
Asset class Assets Assets %
Municipal Bonds $1,533,079,596 20.4%
U.S. Government/Agency $1,142,294,601 15.2%
Corporate - Investment Grade $1,044,598,352 13.9%
Cash $1,360,232,386 18.1%
Other $2,434,891,122 32.4%
Total $7,515,096,057 100.0%

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