Choate Investment Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Choate Investment Advisors LLC
CRD #106109
SEC #801-53321
CIK #
AUM $4.5 BB (86% Disc, 100% US)
Employees14 (79% Investors, 0% Brokers)
Phone617-973-4900
AddressTwo International Place
Boston, MA 02110
Source [IAPD] [Website] [Twitter]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
IVV415.8
USLB142.7
EQAL71.2
VGIT47.1
IJR46.8
IEFA44.7
USEQ41.7
SPYX41.4
EEMS38.1
MCHI37.8
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Holdings by Sector ($)
1485118889159429702014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other 1899 Opportunities Fund 1 LLC 1.7
View All
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CT 4.6
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Seven Post Investment Office LP
CA 4.5
Dowling & Yahnke LLC
CA 4.5
Altair Advisers LLC
IL 4.4
EP Wealth Advisors LLC
CA 4.4
Lombard Odier International Portfolio Management Limited
4.3
Clearstead Advisors LLC
OH 4.3
Marquette Associates Inc
IL 4.3
Planmember Securities Corporation
CA 4.3
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