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BRECKINRIDGE CAPITAL ADVISORS INC
CRD 107143File 801-43833
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$54.28B
Top 10% of cohort (national)
Discretionary AUM
$54.28B
Clients
18,379
18,447 accounts
Employees
88
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 29, 1993
- Principal office
- 125 HIGH STREET, SUITE 431, BOSTON, MA, 02110-1529
- Phone
- 617-443-0779
- Website
- https://x.com/BRECKCAP
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $54.28B
- Discretionary AUM
- $54.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18,447
- Non-discretionary accounts
- 0
- Total accounts
- 18,447
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 987 | $8.02B |
| Insurance companies | 13 | $194.8M |
| Investment companies | 2 | $113.2M |
| Charitable organizations | 975 | $9.54B |
| High net worth individuals | 7,705 | $29.46B |
| Pooled investment vehicles | 1 | $197.7M |
| Pension and profit sharing plans | 33 | $66.0M |
| State or municipal government entities | 6 | $75.1M |
| Individuals (other than high net worth individuals) | 8,657 | $4.99B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 18447 | 18379 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.