Sadie
Holdridge

Breeds Hill Capital LLC

CRD#5571873
Investment Advisor
in Charlestown, MA

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About this Advisor

Sadie Holdridge is a financial advisor based in Charlestown, Massachusetts, working with Breeds Hill Capital LLC. Sadie has previously held positions at Sjm Fiduciary Advisors, Breeds Hill Capital, and Middlesex Corporation. Sadie has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Sadie is part of Breeds Hill Capital LLC, which operates out of Charlestown, Massachusetts. The firm has 6 employees and manages assets totaling $2.0 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Breeds Hill Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 Thompson Square Suite 301
Charlestown, MA 02129

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Breeds Hill Capital LLC Brokerage Details

Total Assets Under Management

$1,973,990,155

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

508

MA Average: 4,567
Average Account Size

$3,885,807

MA Average: $3,506,186

Investment Advisory Services

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

Sadie Holdridge Work History

2015 - Present (10 years)

Breeds Hill Capital

2015 - 2015 (< 1 year)

Middlesex Corporation

2014 - 2015 (1 year)

Sjm Fiduciary Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sadie Holdridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Breeds Hill Capital LLC

Robert Beshere
Charlestown, MA
Sadie Holdridge
Charlestown, MA
John Edwards
Charlestown, MA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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