RIA Intel›Advisers›Massachusetts›BRECKINRIDGE CAPITAL ADVISORS INC

BRECKINRIDGE CAPITAL ADVISORS INC

Advisory

N·BOSTON, MA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$54.3B
1-Year AUM Growth
0.0%
3-Year CAGR
+1.9%
Employees
41
Assets Under Management
Total AUM$54.3B
Discretionary AUM$54.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18,559
Team
Total Employees41
Investment Advisers88
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record57
First FilingFeb 14, 2001
Latest FilingMar 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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