Choate Investment Advisors Llc
- Regulatory AUM
- $10.0B
- Discretionary
- $9.3B
- Clients
- 653
- Avg AUM / client
- $15.4M
- Accounts
- 4,009
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $45.6M | 0.45% |
| High net worth individuals | 519 | $9.4B | 93.3% |
| Pooled investment vehicles (non-investment companies) | 3 | $88.1M | 0.88% |
| Charitable organizations | 36 | $544M | 5.41% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $51.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 1899 Opportunities Fund I, Llc | Other Private Fund | Delaware | $38.8M | 46 |
| 1899 Opportunities Fund Ii, Llc | Other Private Fund | Delaware | $12.4M | 88 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tamer Makram Alamuddin | Managing Director Of Cia, Director Of Cami | CFA | Mar 2014 (12y) | Less than 5% |
| Erin Elwood Kerr | Chief Compliance Officer | CFA | Sep 2015 (11y) | Less than 5% |
| Kole, Robert, Allen | Director Of Cami | Jun 2018 (8y) | Less than 5% | |
| Thorndike, Alexander, Lowell | President Of Cia, President, Treasurer And Director Of Cami | Jan 2021 (6y) | Less than 5% | |
| Harrison Taylor Odaniell | Registered representative | CFA | Jul 2019 (7y) | |
| Jacob D Kidder | Registered representative | CFA | Jan 2022 (5y) | |
| Alison Marelli Svizzero | Registered representative | Oct 2023 (3y) | ||
| Diana Bliss Malcom | Registered representative | Nov 2023 (3y) | ||
| Jessica C. Welch | Registered representative | CFP | Nov 2023 (3y) | |
| Jonathan Erik Mcgraw Bentley | Registered representative | CFA | Nov 2023 (3y) | |
| Amy Sou Qiu | Registered representative | CFP | Jun 2024 (2y) | |
| Hideyoshi Decarvalho Watanabe | Registered representative | Sep 2024 (2y) | ||
| Louis Ralph Marchant | Registered representative | Sep 2024 (2y) | ||
| Kelsey Mchugh Sullivan | Registered representative | CFA | Oct 2024 (2y) | |
| Graham Taylor Johnstone | Registered representative | Oct 2025 (1y) | ||
| Mark Richard Perry | Registered representative | Nov 2025 (1y) | ||
| Patrick William Collins | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Choate, Hall & Stewart Llp | Equity Owner | Nov 1996 | A | 75% or more |
| Choate Advisors Management, Inc. ("Cami") | Managing Member Of Cia | Nov 1996 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $51.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 1899 Opportunities Fund I, Llc | Other Private Fund | $38.8M | $500K | 46 |
| 1899 Opportunities Fund Ii, Llc | Other Private Fund | $12.4M | $500K | 88 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- SEI Private Trust $9.0B (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗