CHOATE INVESTMENT ADVISORS LLC
Legal name: CHOATE INVESTMENT ADVISORS
CRD #106109 SEC #801-53321 BOSTON, MA 617-973-4900
SEC Registered Private Funds
Total AUM
$8.9B
Discretionary
$8B
Employees
23
Clients
51
Accounts
3,850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.9B | $8B | $854.6M | 23 | 1 |
| Mar 2025 | $8.9B | $8B | $854.6M | 23 | 1 |
| Mar 2024 | $7.5B | $6.7B | $776.4M | 24 | 3 |
| Mar 2024 | $7.5B | $6.7B | $776.4M | 24 | 3 |
| Dec 2023 | $5.3B | $4.6B | $694.6M | 16 | 3 |
| Mar 2023 | $5.3B | $4.6B | $694.6M | 16 | 3 |
| Mar 2022 | $6.6B | $5.8B | $830.2M | 15 | 3 |
| Mar 2021 | $5.7B | $5.1B | $662.7M | 14 | 3 |
| Jan 2021 | $5.1B | $4.5B | $661.9M | 14 | 3 |
| Jun 2020 | $5.1B | $4.5B | $661.9M | 14 | 3 |
| Jun 2020 | $5.1B | $4.5B | $661.9M | 14 | 3 |
| Mar 2020 | $5.1B | $4.5B | $661.9M | 14 | 3 |
| Apr 2019 | $4.5B | $3.9B | $632.1M | 14 | 3 |
| Apr 2019 | $4.5B | $3.9B | $632.1M | 14 | 3 |
| Apr 2019 | $4.5B | $3.9B | $632.1M | 14 | 3 |
| Mar 2019 | $4.5B | $3.9B | $632.1M | 14 | 3 |
| Dec 2018 | $4.7B | $4.1B | $610.1M | 14 | 3 |
| Jun 2018 | $4.7B | $4.1B | $610.1M | 14 | 455 |
| Mar 2018 | $4.7B | $4.1B | $610.1M | 12 | 455 |
| Mar 2017 | $3.8B | $3.6B | $181.6M | 10 | 700 |
| Mar 2016 | $3.6B | $3.5B | $166M | 8 | 700 |
| Nov 2015 | $3.8B | $3.6B | $224.4M | 8 | 500 |
| Nov 2015 | $3.8B | $3.6B | $224.4M | 8 | 500 |
| Sep 2015 | $3.8B | $3.6B | $224.4M | 8 | 500 |
| Apr 2015 | $3.8B | $3.6B | $224.4M | 8 | 500 |
| Mar 2014 | $3.4B | $3.2B | $198.4M | 7 | 500 |
| Feb 2013 | $2.5B | $2.3B | $190.5M | 7 | 400 |
| Apr 2012 | $1.9B | $1.7B | $196.5M | 6 | 400 |
| Apr 2012 | $1.9B | $1.7B | $196.5M | 6 | 400 |
| May 2011 | $2B | $1.7B | $223.7M | 10 | -- |
| Mar 2011 | $2B | $1.7B | $223.7M | 10 | -- |
| Mar 2010 | $1.8B | $1.5B | $263.7M | 10 | -- |
| Mar 2009 | $1.5B | $1.2B | $331.4M | 10 | -- |
| Mar 2008 | $1.5B | $1.4B | $28.1M | 10 | -- |
| Mar 2007 | $1.5B | $1.4B | $28.1M | 10 | -- |
| Dec 2005 | $2.5B | $42.4M | $2.5B | 10 | -- |
| May 2005 | $2.5B | $42.4M | $2.5B | 10 | -- |
| Mar 2004 | $2.3B | $41.1M | $2.3B | 5 | -- |
DateMar 2025
Total AUM$8.9B
Discretionary$8B
Non-Disc.$854.6M
Employees23
Clients1
DateMar 2025
Total AUM$8.9B
Discretionary$8B
Non-Disc.$854.6M
Employees23
Clients1
DateMar 2024
Total AUM$7.5B
Discretionary$6.7B
Non-Disc.$776.4M
Employees24
Clients3
DateMar 2024
Total AUM$7.5B
Discretionary$6.7B
Non-Disc.$776.4M
Employees24
Clients3
DateDec 2023
Total AUM$5.3B
Discretionary$4.6B
Non-Disc.$694.6M
Employees16
Clients3
DateMar 2023
Total AUM$5.3B
Discretionary$4.6B
Non-Disc.$694.6M
Employees16
Clients3
DateMar 2022
Total AUM$6.6B
Discretionary$5.8B
Non-Disc.$830.2M
Employees15
Clients3
DateMar 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$662.7M
Employees14
Clients3
DateJan 2021
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$661.9M
Employees14
Clients3
DateJun 2020
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$661.9M
Employees14
Clients3
DateJun 2020
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$661.9M
Employees14
Clients3
DateMar 2020
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$661.9M
Employees14
Clients3
DateApr 2019
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$632.1M
Employees14
Clients3
DateApr 2019
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$632.1M
Employees14
Clients3
DateApr 2019
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$632.1M
Employees14
Clients3
DateMar 2019
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$632.1M
Employees14
Clients3
DateDec 2018
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$610.1M
Employees14
Clients3
DateJun 2018
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$610.1M
Employees14
Clients455
DateMar 2018
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$610.1M
Employees12
Clients455
DateMar 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$181.6M
Employees10
Clients700
DateMar 2016
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$166M
Employees8
Clients700
DateNov 2015
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$224.4M
Employees8
Clients500
DateNov 2015
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$224.4M
Employees8
Clients500
DateSep 2015
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$224.4M
Employees8
Clients500
DateApr 2015
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$224.4M
Employees8
Clients500
DateMar 2014
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$198.4M
Employees7
Clients500
DateFeb 2013
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$190.5M
Employees7
Clients400
DateApr 2012
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$196.5M
Employees6
Clients400
DateApr 2012
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$196.5M
Employees6
Clients400
DateMay 2011
Total AUM$2B
Discretionary$1.7B
Non-Disc.$223.7M
Employees10
Clients--
DateMar 2011
Total AUM$2B
Discretionary$1.7B
Non-Disc.$223.7M
Employees10
Clients--
DateMar 2010
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$263.7M
Employees10
Clients--
DateMar 2009
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$331.4M
Employees10
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$28.1M
Employees10
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$28.1M
Employees10
Clients--
DateDec 2005
Total AUM$2.5B
Discretionary$42.4M
Non-Disc.$2.5B
Employees10
Clients--
DateMay 2005
Total AUM$2.5B
Discretionary$42.4M
Non-Disc.$2.5B
Employees10
Clients--
DateMar 2004
Total AUM$2.3B
Discretionary$41.1M
Non-Disc.$2.3B
Employees5
Clients--