Investment adviser · CRD 106109
CHOATE INVESTMENT ADVISORS
Investment adviser filing (IA)
CHOATE INVESTMENT ADVISORS LLC
BOSTON, MA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $10B Form ADV · Item 5.F
- Client accounts
- 4,009 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 519 | $9,370,202,606 | 93.3% |
| Charities | 36 | $543,972,782 | 5.4% |
| Pooled investment vehicles | 3 | $88,137,557 | 0.9% |
| Individuals | 95 | $45,606,365 | 0.5% |
Filing source
Form ADV 2079557 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
1899 OPPORTUNITIES FUND II, LLCOther Private Fund · Last reported Mar 30, 2026$45MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-1405287384
- Reported beneficial owners
- 91
- Minimum commitment
- $500K
Form ADV 2079557 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1899 OPPORTUNITIES FUND I, LLCOther Private Fund · Last reported Mar 30, 2026$40.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-6487842578
- Reported beneficial owners
- 49
- Minimum commitment
- $500K
Form ADV 2079557 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1899 OPPORTUNITIES FUND III, LLCOther Private Fund · Last reported Mar 30, 2026$2.32MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-9884449056
- Reported beneficial owners
- 116
- Minimum commitment
- $500K
Form ADV 2079557 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
TWO INTERNATIONAL PLACE, SUITE 3000BOSTON, MA, 02110, United States
CRD 106109
Filing source
Form ADV 2079557 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.