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SEC Form ADV

CHOATE INVESTMENT ADVISORS

Firm profile: Choate Investment Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$10.0B
Assets Under Management
4,009
Total Clients
34
Employees
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Registration Details

Accession
CRD-106109
Location
BOSTON, MA
Filing Date
March 30, 2026
AUM
$10.0B
Total Clients
4,009
Institutional Clients
39
Employees
34
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable Organizations

Private Funds

3 private funds reported on Form ADV Schedule D 7.B.1, $88.1M in combined gross assets.

  • 1899 OPPORTUNITIES FUND II, LLCOther Private Fund$45.0M
  • 1899 OPPORTUNITIES FUND I, LLCOther Private Fund$40.8M
  • 1899 OPPORTUNITIES FUND III, LLCOther Private Fund$2.3M

About this Adviser

CHOATE INVESTMENT ADVISORS is a registered investment adviser headquartered in BOSTON, MA, managing approximately $10.0B in assets across 4,009 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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