DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

BROOKNOLL ADVISORS LLC

CRD 298297

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d2259fa6-9bf7-d8a6-d956-175f6bd74dab

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Sep 10, 2018 to Mar 20, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-114110
CRD: 298297
Filings on the tape: 11
First filed: Sep 10, 2018
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INGELSTORP INVESTMENTS	Other Private Fund	$573M	Mar 7, 2019	1	Nov 27, 2018	dropped	n/a
DJURSHOLM INVESTMENTS	Other Private Fund	$528M	Mar 7, 2019	1	Nov 27, 2018	dropped	n/a
HOV INVESTMENTS	Other Private Fund	$495M	Mar 7, 2019	1	Nov 27, 2018	dropped	n/a
IDUNA INVESTMENTS	Other Private Fund	$192M	Mar 7, 2019	1	Nov 27, 2018	dropped	n/a
DONAR INVESTMENTS	Other Private Fund	$183M	Mar 7, 2019	1	Nov 27, 2018	dropped	n/a
HULDA INVESTMENTS	Other Private Fund	$166M	Mar 7, 2019	1	Nov 27, 2018	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRITZINGER, TIMOTHY, CLARKE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	09/2018	Sep 10, 2018	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 20, 2026	$1.2B	$0	1	1	n/a	n/a
2024	Mar 26, 2025	$1.0B	$0	1	1	n/a	n/a
2023	Mar 25, 2024	$763M	$0	1	1	n/a	n/a
2022	Mar 27, 2023	$645M	$0	1	1	n/a	n/a
2021	Mar 29, 2022	$634M	$0	1	1	n/a	n/a
2020	Mar 25, 2021	$323M	$0	1	1	n/a	n/a
2019	Mar 27, 2020	$385M	$0	1	1	n/a	n/a
2018	Mar 7, 2019	$2.1B	$0	1	1	6	$2.1B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.0B	13.8%	$645M	22.6%	1	1	0	0

Relationships

Controls (1)

← FRITZINGER, TIMOTHY, CLARKEOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 10, 2018 to Mar 25, 2024factForm ADV

Advises (6)

→ INGELSTORP INVESTMENTSPrivate fundOther Private Fund, IA, no longer reported
Nov 27, 2018 to Mar 7, 2019factForm ADV
→ HULDA INVESTMENTSPrivate fundOther Private Fund, IA, no longer reported
Nov 27, 2018 to Mar 7, 2019factForm ADV
→ DJURSHOLM INVESTMENTSPrivate fundOther Private Fund, IA, no longer reported
Nov 27, 2018 to Mar 7, 2019factForm ADV
→ DONAR INVESTMENTSPrivate fundOther Private Fund, IA, no longer reported
Nov 27, 2018 to Mar 7, 2019factForm ADV
→ IDUNA INVESTMENTSPrivate fundOther Private Fund, IA, no longer reported
Nov 27, 2018 to Mar 7, 2019factForm ADV
→ HOV INVESTMENTSPrivate fundOther Private Fund, IA, no longer reported
Nov 27, 2018 to Mar 7, 2019factForm ADV

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
Brooknoll Advisors Llc reported RAUM $1.0B, up 37% from $762.8M (2024-03-25 to 2025-03-26)
Form ADVobserved 5 days ago
$283M
Occurred
Mar 29, 2022
Regulatory AUM changed
Brooknoll Advisors Llc reported RAUM $634.2M, up 96% from $323.3M (2021-03-25 to 2022-03-29)
Form ADVobserved 5 days ago
$311M
Occurred
Mar 27, 2020
Regulatory AUM changed
Brooknoll Advisors Llc reported RAUM $384.5M, down 82% from $2.1B (2019-03-07 to 2020-03-27)
Form ADVobserved 5 days ago
$-1.8B
Occurred
Sep 10, 2018
First Form ADV filing
Brooknoll Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2259fa6-9bf7-d8a6-d956-175f6bd74dab
First observed: Sep 10, 2018
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BROOKNOLL ADVISORS LLC

CRD 298297

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d2259fa6-9bf7-d8a6-d956-175f6bd74dab

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INGELSTORP INVESTMENTS

Other Private Fund

$573M

Mar 7, 2019

Nov 27, 2018

dropped

n/a

DJURSHOLM INVESTMENTS

Other Private Fund

$528M

Mar 7, 2019

Nov 27, 2018

dropped

n/a

HOV INVESTMENTS

Other Private Fund

$495M

Mar 7, 2019

Nov 27, 2018

dropped

n/a

IDUNA INVESTMENTS

Other Private Fund

$192M

Mar 7, 2019

Nov 27, 2018

dropped

n/a

DONAR INVESTMENTS

Other Private Fund

$183M

Mar 7, 2019

Nov 27, 2018

dropped

n/a

HULDA INVESTMENTS

Other Private Fund

$166M

Mar 7, 2019

Nov 27, 2018

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRITZINGER, TIMOTHY, CLARKE

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

09/2018

Sep 10, 2018

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$1.2B

n/a

2024

Mar 26, 2025

$1.0B

n/a

2023

Mar 25, 2024

$763M

n/a

2022

Mar 27, 2023

$645M

n/a

2021

Mar 29, 2022

$634M

n/a

2020

Mar 25, 2021

$323M

n/a

2019

Mar 27, 2020

$385M

n/a

2018

Mar 7, 2019

$2.1B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

13.8%

$645M

22.6%