Brooknoll Advisors LLC (Boston)

Brooknoll Advisors LLC is a large advisory firm based in Boston. It manages $2.14 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.

Brooknoll Advisors provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brooknoll Advisors: assets under management

The assets under management (AUM) of Brooknoll Advisors LLC is $2.14 billion. $2.14 billion of the total AUM is attributable to clients outside of the United States.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brooknoll Advisors LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brooknoll Advisors serves?

The only and largest group of clients of Brooknoll Advisors is pooled investment vehicles with 6 clients and $2.14 billion of assets under management. Among the 10 most similar advisory firms, Brooknoll Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.14 billion for 6 clients. 100% of the firm’s clients are foreign persons or businesses.

Brooknoll Advisors also advises several private funds. Namely, six other private funds.

Careers at Brooknoll Advisors LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Clarke Fritzinger	Managing member and chief compliance officer	1 Sep 2018	75% - 100%	5291192

Based in Boston

The principal office where Brooknoll Advisors LLC performs its advisory services is located at One Boston Place, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-419-7117. The normal business hours are 8am - 6pm on Monday - Friday.