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Choate Investment Advisors LLC
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CRD # | 106109 |
SEC # | 801-53321 |
CIK # | 0001399794 |
AUM | $7.5 BB (2024-03-29) |
Employees | 24 (71% Investors, 0% Brokers) |
Phone | 617-973-4900 |
Address | Two International Place Boston, MA 02110 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
NVDA | 399.6 | 0.1 | |
AMZN | 1,093.0 | 0.1 | |
GOOGL | 1,475.1 | 0.1 | |
HD | 277.6 | 0.0 | |
PG | 338.1 | 0.0 | |
GOOG | 1,482.6 | 0.0 | |
JNJ | 465.6 | 0.0 | |
V | 419.3 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | 1899 Opportunities Fund II LLC | 2022-03-30 | 12.4 | |
Other | 1899 Opportunities Fund I LLC | 2017-03-31 | 38.8 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 96 | 0.1 |
(b) Individuals (high net worth individuals) | 488 | 7.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.1 |
(g) Pension and profit sharing plans | 2 | 0.0 |
(h) Charitable organizations | 40 | 0.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3,608 | 7.5 |
By Discretionary | ||
Discretionary | 3,466 | 6.7 |
Non-Discretionary | 142 | 0.8 |
Total | 3,608 | 7.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 7.5 | |
Total | 3,608 | 7.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001399794] | |
SC 13G | [0001399794] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Choate Investment Advisors | Choate Investment Advisors | [2012-02-13] |
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