About Us

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.

What Sets Us Apart:

Independent Asset Manager
Integrated Fundamental & ESG Research
A Decade of Sustainability
Strong belief in customized separate accounts
Continuous emphasis on innovation

Working through a network of investment consultants and advisors, we serve a wide variety of clients ranging from high net worth individuals to large institutions. Breckinridge’s assets under management totaled more than $40 billion as of September 30, 2022.

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.

Quick Facts

1993

Year founded

Breckinridge has a 25+ year history. The firm was founded in 1993 by President Peter Coffin.

100 %

Independently owned

Breckinridge is independently owned, with shares currently divided among current and former employees and members of the board.

$40 Billion

Assets

Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at more than $40 billion.*

94 employees

Professionals

Breckinridge currently has 94 employees, 36 of which are investment professionals.*

*AUM as of 9/30/22. Employee figures as of 12/5/22. Investment professionals include portfolio managers, traders, analysts, performance and risk analyst and the CIO.

[1] In order to achieve B Corp certification, a company must complete the B Impact Assessment and Disclosure Questionnaire and then get verified by an analyst from B Lab Global. B Corps must be recertified every three years and pay an annual fee. https://www.bcorporation.net/en-us/certification