Breckinridge Capital Advisors Inc
● SEC registered since 1993CRD 107143SEC# 801-43833Boston, MA
Reg. AUM
$54.28B
Employees
88
Accounts
18,447
Location
Boston, MA
Breckinridge Capital Advisors Inc assets under management
Breckinridge Capital Advisors Inc is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1993. It reports $54.3 billion in regulatory assets under management and employs 88 people.
Breckinridge Capital Advisors Inc owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lee Meyers | Director | Under 5% | 2016 |
| Anne Nmn Stetson | Director/Benefit Director | Under 5% | 2017 |
| Anthony Peter Greco Control | President/Chief Operating Officer/Director | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Breckinridge Capital Advisors Inc manage?
Breckinridge Capital Advisors Inc reports $54.3 billion in regulatory assets under management on its Form ADV.
How many employees does Breckinridge Capital Advisors Inc have?
Breckinridge Capital Advisors Inc reports 88 employees.
Where is Breckinridge Capital Advisors Inc located?
Breckinridge Capital Advisors Inc is based in Boston, MA and has been SEC-registered since 1993.
Does Breckinridge Capital Advisors Inc disclose fund performance?
Breckinridge Capital Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 High Street, Suite 431, Boston, MA 02110-1529 |
| Phone | 617-443-0779 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$54.28B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$54.28Bregulatory AUM
Discretionary $54.28B