# BRECKINRIDGE CAPITAL ADVISORS INC

BRECKINRIDGE CAPITAL ADVISORS INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107143
- Type: SEC-registered investment adviser
- SEC file number: 801-43833
- Location: 125 HIGH STREET, SUITE 431, BOSTON, MA, 02110-1529
- Phone: 617-443-0779
- Latest filing: 2026-03-18
- Regulatory AUM: $54.3B
- Discretionary AUM: $54.3B
- Clients: 88
- Accounts: 18,447

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (41)

_Showing 25 of 41 people._

| Name | Role | Location |
| --- | --- | --- |
| Haley John | SENIOR VICE PRESIDENT | Houston, TX |
| Glenn Michael | CO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT; CO-HEAD OF PORTFOLIO MANAGEMENT | Boise, ID |
| George Putnam Beal | DIRECTOR | — |
| Phillip Adams Newell | DIRECTOR | — |
| Peter Breckinridge Coffin | EXECUTIVE CHAIR/DIRECTOR | — |
| Andrew Lee Meyers | DIRECTOR | — |
| Helen Lee Mcauley | CHIEF COMPLIANCE OFFICER | — |
| Cameron Read | DIRECTOR | — |
| Anthony Peter Greco | PRESIDENT/CHIEF OPERATING OFFICER/DIRECTOR | — |
| Anne Nmn Stetson | DIRECTOR/BENEFIT DIRECTOR | — |
| Jeffrey Michael Glenn | CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT | — |
| Dominica M Ribeiro | CHIEF MARKETING AND DISTRIBUTION OFFICER/DIRECTOR | — |
| Matthew Christopher Buscone | CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT | — |
| Ognjen Sosa | CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| Benjamin Michael Smelser | CHIEF TECHNOLOGY OFFICER | — |
| Kristin Lois Bradbury | DIRECTOR | — |
| Hannah Chidsey Coffin | DIRECTOR | — |
| MOONEY SUSAN S | SENIOR VICE PRESIDENT | — |
| NEWELL PHILLIP ADAMS | DIRECTOR; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/DIRECTOR (+3 more) | — |
| COFFIN PETER | PRESIDENT | — |
| HODGMAN MARTHA FIELD | DIRECTOR; EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| MEYERS ANDREW LEE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; DIRECTOR | — |
| MADIGAN DAVID JUDE | CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT | — |
| BEAL GEORGE PUTNAM | DIRECTOR | — |
| LEBOEUF LISA WINSLOW | ASSIST VP - TRADING; ASST VP - TRADING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107143/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107143/similar
- Related entities: https://search.stillhousedata.com/firm/107143/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107143

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.