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BREEDS HILL CAPITAL LLC

1 Thompson Square
Suite 301
Boston, Massachusetts 02129
Tel: (617) 580-3440

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About BREEDS HILL CAPITAL LLC

BREEDS HILL CAPITAL LLC, formally registered with the SEC as BREEDS HILL CAPITAL LLC. The firm was established in 07/15/2014. They have over 1 offices throughout the country.

BREEDS HILL CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,973,990,155 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169314
SEC#801-80098
Assets Managed by Firm$1,973,990,155
No. of Clients508
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total508$1,973,990,155
High net worth individuals38$1,880,377,097
Charitable organizationsFewer than 5 clients$93,613,058

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