Breckinridge Capital Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

25 High St Ste 431, Boston, Massachusett...

Phone Number

(617) 443-0779

Revenue

$79.4 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
2
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3

About Breckinridge Capital Advisors

Breckinridge Capital Advisors specializes in fixed income investment strategies, offering investment-grade multi-sector and sector-focused bond options across various durations. The firm targets high-quality, large-cap companies known for their strong dividend-paying records, aiming to provide both income and stability for long-term investment success. Their services are primarily intended for investment professionals and institutional asset owners, with a focus on anticipating client needs and delivering tailored investment solutions. Breckinridge emphasizes a strong research culture, with a dedicated team of analysts driving their investment strategies.Explore more
Breckinridge Capital Advisors's Social MediaPopular SearchesBreckinridge Capital Advisors IncBreckinridge Capital AdvisorsBreckenridge Capital LLCBreckinridgeBreckinridge CapitalSIC Code 62,628NAICS Code 52,523Show more

Breckinridge Capital Advisors Org Chart

Ognjen Sosa, Chief Executive Officer at Breckinridge Capital Advisors
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Chief Executive Officer

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Chief Operating Officer

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Benjamin Smelser, Chief Technology Officer at Breckinridge Capital Advisors
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Chief Technology Officer

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breckinridge Capital Advi...

$79.4M
51-200
Private
-
1993
$64M
201-500
Private
-
1994
LB
Lenwood BrooksManaging Director
$30.8M
11-50
Private
<$5M
1982
$24.9M
51-200
Private
-
2003
HS
Harold SkinnerFounder & CEO
$10.5M
11-50
Private
$28.3M
2012
Shahar Balaban, Chief Financial Officer at BondIT
Shahar BalabanChief Financial Officer
<$5M
51-200
Private
-
1983
Jonathan Anderson, Co-Chief Executive Officer & Chief Product Officer at Investortools
Jonathan AndersonCo-CEO & Chief Product Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Breckinridge Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Breckinridge Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Breckinridge Capital Advisors.

Breckinridge Capital Advisors Tech Stack

A closer look at the technologies used by Breckinridge Capital Advisors

Most Recent Scoops

Person-Based
Finance, Risk
Promotion
Executive Move
Breckinridge Capital Advisors has announced that Ognjen Sosa has been promoted from Chief Investment Officer to the role of Chief Executive Officer.
New Hire
Executive Move
Award
Award, Asset Management, Branding
Award
Award, Asset Management, Branding, Social Media
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Breckinridge Capital Advisors News & Media

  • Breckinridge Capital Advisors Launches Dividend Income Strategy

    BOSTON--(BUSINESS WIRE)--Breckinridge Capital Advisors, an independently owned asset manager specializing in providing the highest caliber of investment management, announced today its expansion into dividend equities with the launch of its new High Quality Dividend Strategy and Sustainable High Quality Dividend Strategy. Josh Perez, CFA, Portfolio Manager and Director, Corporate Research, will manage the strategies with oversight from Ognjen Sosa, the firm’s Chief Investment Officer. The High
  • Breckinridge Capital Advisors Expands Distribution to Europe

    BOSTON--(BUSINESS WIRE)--Breckinridge Capital Advisors, Inc. (“Breckinridge” or the “Firm”), an independently owned asset management firm specializing in investment grade fixed income investing, today announced plans to expand its distribution to institutional investors in Europe. Headquartered in Boston, Breckinridge will partner with Harrington Cooper, a cross-border distribution provider for asset managers since 2006. Breckinridge has nearly 30 years of experience developing and executing cu
  • Breckinridge Capital Advisors Names Ognjen Sosa as Chief Investment Officer

    BOSTON--(BUSINESS WIRE)--Breckinridge Capital Advisors, an independently owned asset management firm specializing in investment grade fixed income portfolios, announced today that Ognjen (“Oggie”) Sosa has been named Chief Investment Officer (“CIO”). He will be responsible for managing the firm’s investment process, overseeing the development of the investment strategy and ensuring the strategy’s implementation across trading, research and portfolio management. As CIO, Sosa will also chair the
  • Institutional Investors Look to Investment Grade Fixed Income for ESG Performance and Risk Management, According to Study from Breckinridge and Greenwich Associates

    BOSTON--(BUSINESS WIRE)--Breckinridge Capital Advisors, an independently owned asset management firm specializing in investment grade fixed income portfolios, announced today findings from a joint study with Greenwich Associates, which revealed that investment grade fixed income is the number one asset class for environmental, social and governance (ESG) use among U.S. institutional investors. Among the 80 midsized institutions interviewed for the study, investment grade fixed income accounted
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Frequently Asked Questions Regarding Breckinridge Capital Advisors

What is Breckinridge Capital Advisors's official website?
Breckinridge Capital Advisors's official website is www.breckinridge.com
What is Breckinridge Capital Advisors's Revenue?
Breckinridge Capital Advisors's revenue is $79.4 Million
What is Breckinridge Capital Advisors's SIC code?
Breckinridge Capital Advisors's SIC: 62,628
What is Breckinridge Capital Advisors's NAICS code?
Breckinridge Capital Advisors's NAICS: 52,523
How many employees does Breckinridge Capital Advisors have?
Breckinridge Capital Advisors has 51-200 employees
What industry does Breckinridge Capital Advisors belong to?
Breckinridge Capital Advisors is in the industry of: Finance, Securities Trading
What is Breckinridge Capital Advisors competition?
Breckinridge Capital Advisors top competitors include: Income Research + Management, Dynamic Credit, Investortools, BondIT
What companies has Breckinridge Capital Advisors acquired?
Breckinridge Capital Advisors has acquired the companies: Breckinridge
What technology does Breckinridge Capital Advisors use?
Some of the popular technologies that Breckinridge Capital Advisors uses are: PHP, Cloudflare Website Optimization, Google Universal Analytics, Sentry
Who is the CTO of Breckinridge Capital Advisors?
Breckinridge Capital Advisors's CTO is Benjamin Smelser
How do I contact Breckinridge Capital Advisors?
Breckinridge Capital Advisors contact info: Phone number: (617) 443-0779 Website: www.breckinridge.com
What does Breckinridge Capital Advisors do?

Breckinridge Capital Advisors specializes in fixed income investment strategies, offering investment-grade multi-sector and sector-focused bond options across various durations. The firm targets high-quality, large-cap companies known for their strong dividend-paying records, aiming to provide both income and stability for long-term investment succ... ess. Their services are primarily intended for investment professionals and institutional asset owners, with a focus on anticipating client needs and delivering tailored investment solutions. Breckinridge emphasizes a strong research culture, with a dedicated team of analysts driving their investment strategies.Read More

What are Breckinridge Capital Advisors social media links?
Breckinridge Capital Advisors Linkedin page Breckinridge Capital Advisors Twitter page
Is Breckinridge Capital Advisors a public company?
Breckinridge Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Breckinridge Capital Advisors

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