RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
ALAMUDDIN, TAMER, MAKRAMIMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
Alamuddin, Tamer, MakramIDIRECTOR OF CAMINA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CALLORI, FREDERICK, PETERICHIEF COMPLIANCE OFFICERNA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGERNA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGERNA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGERNA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGERNA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGERNA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC.DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")DEMANAGING MEMBER OF CIANA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KERR, ERIN, ELWOODICHIEF COMPLIANCE OFFICERNA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
KOLE, ROBERT, ALLENIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MCDANIEL, JAMES, ALANIDIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
MILLAY, TODD, MARTINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
PHILLIPS, DOUGLAS, BONDISECRETARY AND DIRECTOR OF CAMINA Control
SARGENT, CARL, ROBERTIV.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIANA Control
SARGENT, CARL, ROBERTIV.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIA; CHIEF COMPLIANCE OFFICER OF CIANA Control
SARGENT, CARL, ROBERTIV.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIA; CHIEF COMPLIANCE OFFICER OF CIANA Control
SCHERMERHORN, SCOTT, BENJAMINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
SCHERMERHORN, SCOTT, BENJAMINIMANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
THORNDIKE, ALEXANDER, LOWELLIPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMINA Control
WENZEL, LOUIS, RICHARDIPRES./TREAS./DIR.-CHOATE ADVISORS MANAGEMENT, INC.("CAMI");MANAGER-CHOATE INVESTMENT ADVISORS LLC ("CIA"); MANAGING DIR. OF CIANA Control
WENZEL, LOUIS, RICHARDIPRES./TREAS./DIR.-CHOATE ADVISORS MANAGEMENT, INC.("CAMI");MANAGER-CHOATE INVESTMENT ADVISORS LLC ("CIA"); MANAGING DIR. OF CIANA Control
CHOATE, HALL & STEWARTDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control
CHOATE, HALL & STEWART LLPDEEQUITY OWNERE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (35)

AZ CA CO CT DC DE FL GA HI IL IN KS KY MA MD ME MI MN MT NC NE NH NJ NM NY OH OK OR PA RI SC TX VA VT WA

Address

TWO INTERNATIONAL PLACE
SUITE 3000
BOSTON, MA 02110
United States
Phone: 617-973-4900