BRECKINRIDGE CAPITAL ADVISORS INC
CRD #107143 SEC #801-43833 BOSTON, MA 617-443-0779
SEC Registered
Total AUM
$51B
Discretionary
$51B
Employees
89
Clients
--
Accounts
18,559
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $51B | $51B | $0 | 89 | 0 |
| Nov 2024 | $47.9B | $47.9B | $0 | 92 | 17,848 |
| Mar 2024 | $47.9B | $47.9B | $0 | 92 | 17,848 |
| Mar 2023 | $42.2B | $42.2B | $0 | 91 | 16,930 |
| Mar 2022 | $46.7B | $46.7B | $0 | 88 | 16,834 |
| Apr 2021 | $44.8B | $44.7B | $35M | 83 | 16,261 |
| Apr 2021 | $44.8B | $44.8B | $35M | 83 | 16,262 |
| Mar 2021 | $44.8B | $44.8B | $35M | 83 | 16,262 |
| Jan 2021 | $40.2B | $40.2B | $78.3M | 77 | 15,593 |
| Jun 2020 | $40.2B | $40.2B | $78.3M | 77 | 15,593 |
| Mar 2020 | $40.2B | $40.2B | $78.3M | 77 | 15,593 |
| Dec 2019 | $36.5B | $36.4B | $115M | 75 | 15,085 |
| Mar 2019 | $36.5B | $36.4B | $115M | 75 | 15,085 |
| Oct 2018 | $33.4B | $33.2B | $174.9M | 67 | 0 |
| Sep 2018 | $33.4B | $33.2B | $174.9M | 67 | 0 |
| Mar 2018 | $33.4B | $33.2B | $174.9M | 67 | 0 |
| Sep 2017 | $26B | $25.9B | $21.4M | 63 | 13,647 |
| Apr 2017 | $26B | $25.9B | $21.4M | 63 | 13,647 |
| Mar 2017 | $26B | $25.9B | $21.4M | 63 | 13,647 |
| Nov 2016 | $23.3B | $23.3B | $20.4M | 55 | 11,100 |
| Jun 2016 | $23.3B | $23.3B | $20.4M | 55 | 11,100 |
| Mar 2016 | $23.3B | $23.3B | $20.4M | 55 | 11,100 |
| Oct 2015 | $20.8B | $20.8B | $20.1M | 54 | 9,900 |
| Aug 2015 | $20.8B | $20.8B | $20.1M | 54 | 9,900 |
| Mar 2015 | $20.8B | $20.8B | $20.1M | 54 | 9,900 |
| Jul 2014 | $18.4B | $18.3B | $14.1M | 52 | 8,700 |
| Mar 2014 | $18.4B | $18.3B | $14.1M | 52 | 8,700 |
| Mar 2014 | $18.4B | $18.3B | $14.1M | 52 | 8,700 |
| Mar 2013 | $17.9B | $17.8B | $22.7M | 45 | 7,600 |
| Jan 2013 | $15.4B | $15.4B | $16M | 40 | 6,500 |
| Oct 2012 | $15.4B | $15.4B | $16M | 11 | 6,500 |
| Aug 2012 | $15.4B | $15.4B | $16M | 11 | 6,500 |
| Apr 2012 | $15.4B | $15.4B | $16M | 11 | 6,500 |
| Mar 2012 | $15.4B | $15.4B | $16M | 11 | 6,500 |
| Mar 2012 | $15.4B | $15.4B | $16M | 11 | 6,500 |
| Apr 2011 | $13.5B | $13.4B | $15.8M | -- | -- |
| Feb 2011 | $13.5B | $13.4B | $15.8M | -- | -- |
| Feb 2011 | $11.6B | $11.6B | $14.7M | -- | -- |
| Jan 2010 | $11.6B | $11.6B | $14.7M | -- | -- |
| Sep 2009 | $7.6B | $7.6B | $13.9M | -- | -- |
| Jan 2007 | $4.8B | $4.7B | $12.6M | -- | -- |
| Jan 2007 | $4.6B | $4.6B | $11.4M | -- | -- |
| Nov 2006 | $4.6B | $4.6B | $11.4M | -- | -- |
| Mar 2004 | $2.5B | $2.5B | $14.2M | -- | -- |
| Mar 2002 | $1B | $992M | $14.4M | 10 | -- |
| Oct 2001 | $567.9M | $553.5M | $14.4M | 10 | -- |
DateMar 2025
Total AUM$51B
Discretionary$51B
Non-Disc.$0
Employees89
Clients0
DateNov 2024
Total AUM$47.9B
Discretionary$47.9B
Non-Disc.$0
Employees92
Clients17,848
DateMar 2024
Total AUM$47.9B
Discretionary$47.9B
Non-Disc.$0
Employees92
Clients17,848
DateMar 2023
Total AUM$42.2B
Discretionary$42.2B
Non-Disc.$0
Employees91
Clients16,930
DateMar 2022
Total AUM$46.7B
Discretionary$46.7B
Non-Disc.$0
Employees88
Clients16,834
DateApr 2021
Total AUM$44.8B
Discretionary$44.7B
Non-Disc.$35M
Employees83
Clients16,261
DateApr 2021
Total AUM$44.8B
Discretionary$44.8B
Non-Disc.$35M
Employees83
Clients16,262
DateMar 2021
Total AUM$44.8B
Discretionary$44.8B
Non-Disc.$35M
Employees83
Clients16,262
DateJan 2021
Total AUM$40.2B
Discretionary$40.2B
Non-Disc.$78.3M
Employees77
Clients15,593
DateJun 2020
Total AUM$40.2B
Discretionary$40.2B
Non-Disc.$78.3M
Employees77
Clients15,593
DateMar 2020
Total AUM$40.2B
Discretionary$40.2B
Non-Disc.$78.3M
Employees77
Clients15,593
DateDec 2019
Total AUM$36.5B
Discretionary$36.4B
Non-Disc.$115M
Employees75
Clients15,085
DateMar 2019
Total AUM$36.5B
Discretionary$36.4B
Non-Disc.$115M
Employees75
Clients15,085
DateOct 2018
Total AUM$33.4B
Discretionary$33.2B
Non-Disc.$174.9M
Employees67
Clients0
DateSep 2018
Total AUM$33.4B
Discretionary$33.2B
Non-Disc.$174.9M
Employees67
Clients0
DateMar 2018
Total AUM$33.4B
Discretionary$33.2B
Non-Disc.$174.9M
Employees67
Clients0
DateSep 2017
Total AUM$26B
Discretionary$25.9B
Non-Disc.$21.4M
Employees63
Clients13,647
DateApr 2017
Total AUM$26B
Discretionary$25.9B
Non-Disc.$21.4M
Employees63
Clients13,647
DateMar 2017
Total AUM$26B
Discretionary$25.9B
Non-Disc.$21.4M
Employees63
Clients13,647
DateNov 2016
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$20.4M
Employees55
Clients11,100
DateJun 2016
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$20.4M
Employees55
Clients11,100
DateMar 2016
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$20.4M
Employees55
Clients11,100
DateOct 2015
Total AUM$20.8B
Discretionary$20.8B
Non-Disc.$20.1M
Employees54
Clients9,900
DateAug 2015
Total AUM$20.8B
Discretionary$20.8B
Non-Disc.$20.1M
Employees54
Clients9,900
DateMar 2015
Total AUM$20.8B
Discretionary$20.8B
Non-Disc.$20.1M
Employees54
Clients9,900
DateJul 2014
Total AUM$18.4B
Discretionary$18.3B
Non-Disc.$14.1M
Employees52
Clients8,700
DateMar 2014
Total AUM$18.4B
Discretionary$18.3B
Non-Disc.$14.1M
Employees52
Clients8,700
DateMar 2014
Total AUM$18.4B
Discretionary$18.3B
Non-Disc.$14.1M
Employees52
Clients8,700
DateMar 2013
Total AUM$17.9B
Discretionary$17.8B
Non-Disc.$22.7M
Employees45
Clients7,600
DateJan 2013
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$16M
Employees40
Clients6,500
DateOct 2012
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$16M
Employees11
Clients6,500
DateAug 2012
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$16M
Employees11
Clients6,500
DateApr 2012
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$16M
Employees11
Clients6,500
DateMar 2012
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$16M
Employees11
Clients6,500
DateMar 2012
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$16M
Employees11
Clients6,500
DateApr 2011
Total AUM$13.5B
Discretionary$13.4B
Non-Disc.$15.8M
Employees--
Clients--
DateFeb 2011
Total AUM$13.5B
Discretionary$13.4B
Non-Disc.$15.8M
Employees--
Clients--
DateFeb 2011
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$14.7M
Employees--
Clients--
DateJan 2010
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$14.7M
Employees--
Clients--
DateSep 2009
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$13.9M
Employees--
Clients--
DateJan 2007
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$12.6M
Employees--
Clients--
DateJan 2007
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$11.4M
Employees--
Clients--
DateNov 2006
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$11.4M
Employees--
Clients--
DateMar 2004
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$14.2M
Employees--
Clients--
DateMar 2002
Total AUM$1B
Discretionary$992M
Non-Disc.$14.4M
Employees10
Clients--
DateOct 2001
Total AUM$567.9M
Discretionary$553.5M
Non-Disc.$14.4M
Employees10
Clients--