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 institutional registered investment adviser structured as an LLC and operating since 2018. The firm identifies itself as a capital allocator and focuses on discretionary roles tied to pooled investment vehicles and on portfolio management for businesses or institutions. Services explicitly include selecting and overseeing other advisers. Brooknoll charges fixed fees and hourly fees rather than traditional AUM-based advisory fees. The firm does not report an active ESG investing program and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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