| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 1899 Opportunities Fund I, LLC | Other Private | $39.7M | $500K |
| 1899 Opportunities Fund II, LLC | Other Private | $27.6M | $500K |
| 1899 Opportunities Fund III, LLC | Other Private | — | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Lowell Thorndike Control | President Of Cia, President, Treasurer And Director Of Cami | Under 5% | 2021 |
| Choate Advisors Management, Inc. ("cami") Control | Managing Member Of Cia | Under 5% | 1996 |
| Choate, Hall & Stewart LLP Control | Equity Owner | Over 75% | 1996 |
Choate Investment Advisors LLC reports $8.9 billion in regulatory assets under management on its Form ADV.
Choate Investment Advisors LLC manages 3 private funds with combined gross assets of $67.3 million.
Choate Investment Advisors LLC reports 23 employees.
Choate Investment Advisors LLC is based in Boston, MA and has been SEC-registered since 1996.
Choate Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Two International Place, Suite 3000, Boston, MA 02110 |
| Phone | 617-973-4900 |
| Fax | 617-248-4000 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $8.02B |
| Non-discretionary | $854.6M |
| Total (RAUM) | $8.88B |