Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/
View Top Employees from Breckinridge Capital AdvisorsWebsite | http://www.breckinridge.com |
Revenue | $79 million |
Employees | 110 (110 on RocketReach) |
Founded | 1993 |
Address | 125 High Street, Boston, Massachusetts 02110, US |
Phone | (617) 443-0779 |
Fax | (617) 443-0778 |
Technologies |
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Industry | Investment Management, Finance General, Banking, Investment Grade Fixed Income, Finance, Financial Services, Municipal Strategies, Lending and Investments, Government Credit Strategies, Insurance, Sustainable (ESG) Strategies, Venture Capital, Customized Separate Accounts |
Web Rank | 7 Million |
Keywords | Breckinridge Investment Bank, Breckinridge Capital Advisors, Rmbs Metrics, Are Bond Yields Quoted As Yield To Maturity, California Muni Bond Yield |
Competitors | Angel Oak Capital Advisors, LLC, Dynamic Credit, HORAN, Income Research + Management, Performance Trust Capital Partners |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Breckinridge Capital Advisors employee's phone or email?
The Breckinridge Capital Advisors annual revenue was $79 million in 2024.
Ognjen Sosa is the Chief Investment Officer of Breckinridge Capital Advisors.
110 people are employed at Breckinridge Capital Advisors.
Breckinridge Capital Advisors is based in Boston, Massachusetts.
The NAICS codes for Breckinridge Capital Advisors are [52, 523, 5239].
The SIC codes for Breckinridge Capital Advisors are [62, 621].