AUMdb
BA

Brooknoll Advisors Llc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 298297 · SEC file 801-114110 · Boston, MA
☆ Save with Pro ADV data as of Mar 20, 2026
Regulatory AUM
$1.2B
Discretionary
$0
Clients
Avg AUM / client
Accounts
2
Employees
1

AUM over time

$0 $2.2B
Sep 10, 2018 Mar 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Other Fewer than 5 clients $1.2B 100.0%

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Fritzinger, Timothy, Clarke Managing Member And Chief Compliance Officer Sep 2018 (8y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/20/2026 854 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.

View current Form ADV (SEC/IAPD) ↗