Choate Investment Advisors LLC
● SEC registered since 1996CRD 106109SEC# 801-53321Boston, MA
Ranks #862 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$10.05B
Fund GAV
$88.1M
Private funds
3
Employees
34
Accounts
4,009
Location
Boston, MA
Choate Investment Advisors LLC assets under management
Choate Investment Advisors LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1996. It reports $10 billion in regulatory assets under management and employs 34 people. Choate Investment Advisors LLC manages 3 private funds with combined gross assets of $88.1 million, including 1899 Opportunities Fund II, LLC. By regulatory assets, it ranks 862 of 6,030 private fund managers.
Choate Investment Advisors LLC private funds
3 funds · $88.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 1899 Opportunities Fund II, LLC | Other Private | $45M | $500K |
| 1899 Opportunities Fund I, LLC | Other Private | $40.8M | $500K |
| 1899 Opportunities Fund III, LLC | Other Private | $2.3M | $500K |
Choate Investment Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Lowell Thorndike Control | President Of Cia, President, Treasurer And Director Of Cami | Under 5% | 2021 |
| Choate Advisors Management, Inc. ("cami") Control | Managing Member Of Cia | Under 5% | 1996 |
| Choate, Hall & Stewart LLP Control | Equity Owner | Over 75% | 1996 |
| Erin Elwood Kerr Control | Chief Compliance Officer | Under 5% | 2015 |
| Robert Allen Kole Control | Director Of Cami | Under 5% | 2018 |
| Tamer Makram Alamuddin Control | Managing Director Of Cia, Director Of Cami | Under 5% | 2014 |
Frequently asked questions
How much does Choate Investment Advisors LLC manage?
Choate Investment Advisors LLC reports $10 billion in regulatory assets under management on its Form ADV.
How many private funds does Choate Investment Advisors LLC manage?
Choate Investment Advisors LLC manages 3 private funds with combined gross assets of $88.1 million.
How many employees does Choate Investment Advisors LLC have?
Choate Investment Advisors LLC reports 34 employees.
Where is Choate Investment Advisors LLC located?
Choate Investment Advisors LLC is based in Boston, MA and has been SEC-registered since 1996.
Does Choate Investment Advisors LLC disclose fund performance?
Choate Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Two International Place, Suite 3000, Boston, MA 02110 |
| Phone | 617-973-4900 |
| Fax | 617-248-4000 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.05B▲ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,306 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$10.05Bregulatory AUM
Discretionary $9.27BNon-discretionary $776.9M
Service providers
Auditor
Administrator