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| Choate Investment Advisors LLC
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|---|---|
| CRD # | 106109 |
| SEC # | 801-53321 |
| CIK # | 0001399794 |
| AUM | $5.3 BB (2023-03-28) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 617-973-4900 |
| Address | Two International Place Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001399794 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Chase Corp | 0.7 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| Barnes Group Inc | 1.6 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Exxon Mobil Corp | 385.5 | 0.0 | |
| TJX Companies Inc /DE/ | 67.3 | 0.0 | |
| Automatic Data Processing Inc | 89.4 | 0.0 | |
| General Mills Inc | 42.3 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | 1899 Opportunities Fund II LLC | 2022-03-30 | 6.1 | |
| Other | 1899 Opportunities Fund I LLC | 2017-03-31 | 32.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 0.0 |
| (b) Individuals (high net worth individuals) | 320 | 4.9 |
| (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 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 27 | 0.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,570 | 5.3 |
| By Discretionary | ||
| Discretionary | 2,430 | 4.6 |
| Non-Discretionary | 140 | 0.7 |
| Total | 2,570 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 2,570 | 5.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001399794] | |
| SC 13G | [0001399794] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Choate Investment Advisors | Choate Investment Advisors | [2012-02-13] |
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|---|---|---|
|
Merit Financial Group LLC
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GA | 5.5 |
|
Northwest Capital Management Inc
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OR | 5.5 |
|
Richmond Capital Management Inc
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VA | 5.4 |
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Brightworth LLC
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GA | 5.4 |
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Richard Bernstein Advisors LLC
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Great Valley Advisor Group Inc
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DE | 5.1 |
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Intellicents Investment Solutions Inc
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MN | 5.1 |
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Thrivent Advisor Network LLC
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HBK Sorce Advisory LLC
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PA | 5.0 |