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| Happy Holidays!! thanks for using AUM13F!! |
| Choate Investment Advisors LLC
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| CRD # | 106109 |
| SEC # | 801-53321 |
| CIK # | 0001399794 |
| AUM | $8.9 B (2025-03-31) |
| Employees | 23 (74% Investors, 0% Brokers) |
| Phone | 617-973-4900 |
| Address | Two International Place Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001399794 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Marsh & McLennan Companies Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | 1899 Opportunities Fund III LLC | 2025-03-26 | 0.0 | |
| Other | 1899 Opportunities Fund II LLC | 2022-03-30 | 27.6 | |
| Other | 1899 Opportunities Fund I LLC | 2017-03-31 | 39.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 0.1 |
| (b) Individuals (high net worth individuals) | 510 | 8.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 34 | 0.5 |
| (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 | 3,850 | 8.9 |
| By Discretionary | ||
| Discretionary | 3,707 | 8.0 |
| Non-Discretionary | 143 | 0.9 |
| Total | 3,850 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 3,850 | 8.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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|---|---|---|
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Smith Shellnut Wilson LLC
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