Choate Investment Advisors LLC

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Assets, Funds, Holdings

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Choate Investment Advisors LLC
CRD #106109
SEC #801-53321
CIK #0001399794
AUM $7.5 BB (2024-03-29)
Employees 24 (71% Investors, 0% Brokers)
Phone617-973-4900
AddressTwo International Place
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
7.56.04.53.01.50.02001200920172025
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 ($BB)
15012090603002013201720212025
Type Form D Funds Date Sold ($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
13F-HR [0001399794]
SC 13G [0001399794]
Form 13D/13G Filer Form 13D/13G Subject Filed
Choate Investment Advisors Choate Investment Advisors [2012-02-13]
Comparable Firms State AUM ($BB)
CliftonLarsonAllen Wealth Advisors LLC
MN 8.0
Gregory J Schwartz & Co Inc
MI 7.7
Seven Post Investment Office LP
CA 7.5
Advisors Capital Management LLC
NJ 7.4
Riverbridge Partners LLC
MN 7.4
Altair Advisers LLC
IL 7.4
Great Valley Advisor Group Inc
DE 7.3
Merit Financial Group LLC
GA 7.3
Smith Shellnut Wilson LLC
MS 7.2
Arbor Point Advisors LLC
NE 6.9
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