BROOKNOLL ADVISORS LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$0
0% of AUM
Avg account
$595M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
298297
Registered since
October 9, 2018
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Other100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Brooknoll Advisors LLC is an SEC-registered investment adviser organized as an LLC and registered in 2018. The firm identifies itself as a capital allocator and provides portfolio management for pooled investment vehicles and for businesses or institutions, and it performs selection of other advisers. Fee arrangements listed include hourly charges and fixed fees. The adviser is not marked as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

1 of 1
  • TIMOTHY FRITZINGER

    Managing MemberCRD 5291192

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Boston Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth