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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS LLC, CRD 106109

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27cec208-15f8-b8ee-3438-ef6f0cc1dfcd

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 5
On other graphs: 2
Observed: Apr 2, 2012 to Mar 30, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Choate Investment Advisors

Family office · shared crd

Independent Sponsorsidentity

Choate Investment Advisors

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.01 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $10BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.3B
Private client RAUM: $9.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $670Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 34
Advisory employees: 20
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4,009
Individual clients: 95
High net worth clients: 519
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $10B
SEC number: 801-53321
CRD: 106109
Filings on the tape: 30
First filed: Apr 2, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, MA
Website: choatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIN ELWOOD KERR	Chartered Financial Analyst	BOSTON, MA	8	11	n/a	no
TAMER MAKRAM ALAMUDDIN	Chartered Financial Analyst	BOSTON, MA	8	14	n/a	no
Harrison Taylor Odaniell	Chartered Financial Analyst	BOSTON, MA	7	11	n/a	no
JACOB D KIDDER	Chartered Financial Analyst	BOSTON, MA	4	10	n/a	no
Alison Marelli Svizzero	n/a	BOSTON, MA	2	15	n/a	no
DIANA BLISS MALCOM	n/a	BOSTON, MA	2	26	1	no
JONATHAN ERIK MCGRAW BENTLEY	Chartered Financial Analyst	BOSTON, MA	2	10	1	no
JESSICA C. WELCH	Certified Financial Planner	BOSTON, MA	2	11	1	no
AMY SOU QIU	Certified Financial Planner	BOSTON, MA	2	12	4	no
HIDEYOSHI DECARVALHO WATANABE	n/a	BOSTON, MA	1	15	1	no
LOUIS RALPH MARCHANT	n/a	BOSTON, MA	1	13	n/a	no
KELSEY MCHUGH SULLIVAN	Chartered Financial Analyst	BOSTON, MA	1	10	n/a	no
Graham Taylor Johnstone	n/a	BOSTON, MA	0	11	n/a	no
Mark Richard Perry	n/a	BOSTON, MA	0	25	4	no
Patrick William Collins	n/a	BOSTON, MA	0	10	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
1899 OPPORTUNITIES FUND II, LLC	Other Private Fund	$45.0M	Mar 30, 2026	88	Mar 30, 2022	reported	n/a
1899 OPPORTUNITIES FUND I, LLC	Other Private Fund	$40.8M	Mar 30, 2026	46	Mar 31, 2017	reported	n/a
1899 OPPORTUNITIES FUND III, LLC	n/a	$2.3M	Mar 30, 2026	116	Mar 30, 2026	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALAMUDDIN, TAMER, MAKRAM	MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI	Na	yes	03/2014	Mar 30, 2026	Mar 30, 2026
CHOATE ADVISORS MANAGEMENT,	MANAGING MEMBER OF CIA	Na	yes	11/1996	Mar 30, 2026	Mar 30, 2026
CHOATE, HALL & STEWART LLP	EQUITY OWNER	E	yes	11/1996	Mar 30, 2026	Mar 30, 2026
KERR, ERIN, ELWOOD	CHIEF COMPLIANCE OFFICER	Na	yes	09/2015	Mar 30, 2026	Mar 30, 2026
KOLE, ROBERT, ALLEN	DIRECTOR OF CAMI	Na	yes	06/2018	Mar 30, 2026	Mar 30, 2026
THORNDIKE, ALEXANDER, LOWELL	PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI	Na	yes	01/2021	Mar 30, 2026	Mar 30, 2026
CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")	MANAGING MEMBER OF CIA	Na	yes	11/1996	Mar 31, 2017	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHOATE, HALL & STEWART LLP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$10B	$9.3B	34	20	0	3	n/a
2024	Mar 31, 2025	$8.9B	$8.0B	23	17	0	3	n/a
2023	Mar 27, 2024	$7.5B	$6.7B	24	17	1	2	$51.2M
2022	Mar 28, 2023	$5.3B	$4.6B	16	13	0	2	$38.7M
2021	Mar 30, 2022	$6.6B	$5.8B	15	12	0	2	$28.0M
2020	Mar 30, 2021	$5.7B	$5.1B	14	11	0	1	$6.2M
2019	Mar 26, 2020	$5.1B	$4.5B	14	11	0	1	$5.9M
2018	Mar 28, 2019	$4.5B	$3.9B	14	11	0	1	$1.6M
2017	Mar 29, 2018	$4.7B	$4.1B	12	10	0	1	$0
2016	Mar 31, 2017	$3.8B	$3.6B	10	10	n/a	1	$0
2015	Mar 31, 2016	$3.6B	$3.5B	8	8	n/a	n/a	n/a
2014	Apr 9, 2015	$3.8B	$3.6B	8	8	n/a	n/a	n/a
2013	Mar 27, 2014	$3.4B	$3.2B	7	7	n/a	n/a	n/a
2012	Feb 28, 2013	$2.5B	$2.3B	7	7	n/a	n/a	n/a
2011	Apr 2, 2012	$1.9B	$1.7B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	7	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$10B	$8.9B	13.2%	$5.3B	24.1%	34	23	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LOWELL BLAKE & ASSOCIATES INC.	4	Nov 15, 2023	Nov 26, 2025	BOSTON, MA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (16)

← Patrick William CollinsAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← Mark Richard PerryAdvisorregistration: current employment
Nov 26, 2025 to presentfactForm ADV
← Graham Taylor JohnstoneAdvisorregistration: current employment
Oct 8, 2025 to presentfactForm ADV
← KELSEY MCHUGH SULLIVANAdvisorregistration: current employment
Oct 24, 2024 to presentfactForm ADV
← HIDEYOSHI DECARVALHO WATANABEAdvisorregistration: current employment
Sep 26, 2024 to presentfactForm ADV
← LOUIS RALPH MARCHANTAdvisorregistration: current employment
Sep 26, 2024 to presentfactForm ADV
← AMY SOU QIUAdvisorregistration: current employment
Jun 10, 2024 to presentfactForm ADV
← DIANA BLISS MALCOMAdvisorregistration: current employment
Nov 21, 2023 to presentfactForm ADV
← JONATHAN ERIK MCGRAW BENTLEYAdvisorregistration: current employment
Nov 21, 2023 to presentfactForm ADV
← JESSICA C. WELCHAdvisorregistration: current employment
Nov 21, 2023 to presentfactForm ADV
← Alison Marelli SvizzeroAdvisorregistration: current employment
Oct 26, 2023 to presentfactForm ADV
← JACOB D KIDDERAdvisorregistration: current employment
Jan 11, 2022 to presentfactForm ADV
← Harrison Taylor OdaniellAdvisorregistration: current employment
Jul 9, 2019 to presentfactForm ADV
← ERIN ELWOOD KERRAdvisorregistration: current employment
Aug 30, 2018 to presentfactForm ADV
← TAMER MAKRAM ALAMUDDINAdvisorregistration: current employment
Aug 30, 2018 to presentfactForm ADV
← Luis M RaposoAdvisorregistration: previous registration
Oct 22, 2002 to Mar 28, 2013factForm ADV

Advises (2)

→ 1899 OPPORTUNITIES FUND II, LLCPrivate fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ 1899 OPPORTUNITIES FUND I, LLCPrivate fundOther Private Fund, IA
Mar 31, 2017 to presentfactForm ADV

Moved with (1)

← LOWELL BLAKE & ASSOCIATES INC.Registered adviser4 advisors, firm absorbed, same day
Nov 15, 2023 to Nov 26, 2025factForm ADV

Controls (6)

← THORNDIKE, ALEXANDER, LOWELLOwnerPRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI, ownership code NA, individual
Jan 4, 2021 to Mar 29, 2024factForm ADV
← KERR, ERIN, ELWOODOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 23, 2015 to Mar 29, 2024factForm ADV
← ALAMUDDIN, TAMER, MAKRAMOwnerMANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI, ownership code NA, individual
Dec 4, 2018 to Mar 29, 2024factForm ADV
← KOLE, ROBERT, ALLENOwnerDIRECTOR OF CAMI, ownership code NA, individual
Dec 4, 2018 to Mar 29, 2024factForm ADV
← CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")OwnerMANAGING MEMBER OF CIA, ownership code NA, domestic entity
Mar 31, 2017 to Mar 29, 2024factForm ADV
← CHOATE, HALL & STEWART LLPOwnerEQUITY OWNER, ownership code E, domestic entity
Apr 2, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Regulatory AUM changed
Choate Investment Advisors reported RAUM $7.5B, up 43% from $5.3B (2023-12-20 to 2024-03-27)
Form ADVobserved 4 days ago
$2.2B
Occurred
Nov 15, 2023
Firm absorbed
Lowell Blake & Associates Inc.'s advisors moved to Choate Investment Advisors (Boston, MA): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Jan 4, 2021
Control person left
Martin Todd Millay (Managing Director Of Cia, President, Treasurer And Director Of Cami) no longer on Schedule A of Choate Investment Advisors (listed 2020-06-26, absent 2021-01-04)
Form ADVobserved 4 days ago
Occurred
Jan 4, 2021
Control person joined
Lowell Alexander Thorndike (President Of Cia, President, Treasurer And Director Of Cami) appeared on Schedule A of Choate Investment Advisors
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Choate Investment Advisors reported RAUM $4.7B, up 26% from $3.8B (2017-03-31 to 2018-03-29)
Form ADVobserved 4 days ago
$967M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27cec208-15f8-b8ee-3438-ef6f0cc1dfcd
First observed: Apr 2, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS LLC, CRD 106109

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27cec208-15f8-b8ee-3438-ef6f0cc1dfcd

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIN ELWOOD KERR

Chartered Financial Analyst

BOSTON, MA

n/a

TAMER MAKRAM ALAMUDDIN

Chartered Financial Analyst

BOSTON, MA

n/a

Harrison Taylor Odaniell

Chartered Financial Analyst

BOSTON, MA

n/a

JACOB D KIDDER

Chartered Financial Analyst

BOSTON, MA

n/a

Alison Marelli Svizzero

n/a

BOSTON, MA

n/a

DIANA BLISS MALCOM

n/a

BOSTON, MA

JONATHAN ERIK MCGRAW BENTLEY

Chartered Financial Analyst

BOSTON, MA

JESSICA C. WELCH

Certified Financial Planner

BOSTON, MA

AMY SOU QIU

Certified Financial Planner

BOSTON, MA

HIDEYOSHI DECARVALHO WATANABE

n/a

BOSTON, MA

LOUIS RALPH MARCHANT

n/a

BOSTON, MA

n/a

KELSEY MCHUGH SULLIVAN

Chartered Financial Analyst

BOSTON, MA

n/a

Graham Taylor Johnstone

n/a

BOSTON, MA

n/a

Mark Richard Perry

n/a

BOSTON, MA

Patrick William Collins

n/a

BOSTON, MA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

1899 OPPORTUNITIES FUND II, LLC

Other Private Fund

$45.0M

Mar 30, 2026

Mar 30, 2022

reported

n/a

1899 OPPORTUNITIES FUND I, LLC

Other Private Fund

$40.8M

Mar 30, 2026

Mar 31, 2017

reported

n/a

1899 OPPORTUNITIES FUND III, LLC

n/a

$2.3M

Mar 30, 2026

116

Mar 30, 2026

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALAMUDDIN, TAMER, MAKRAM

MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI

yes

03/2014

Mar 30, 2026

CHOATE ADVISORS MANAGEMENT,

MANAGING MEMBER OF CIA

yes

11/1996

Mar 30, 2026

CHOATE, HALL & STEWART LLP

EQUITY OWNER

yes

11/1996

Mar 30, 2026

KERR, ERIN, ELWOOD

CHIEF COMPLIANCE OFFICER

yes

09/2015

Mar 30, 2026

KOLE, ROBERT, ALLEN

DIRECTOR OF CAMI

yes

06/2018

Mar 30, 2026

THORNDIKE, ALEXANDER, LOWELL

PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI

yes

01/2021

Mar 30, 2026

CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")

MANAGING MEMBER OF CIA

yes

11/1996

Mar 31, 2017

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHOATE, HALL & STEWART LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Boston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$10B

$9.3B

n/a

2024

Mar 31, 2025

$8.9B

$8.0B

n/a

2023

Mar 27, 2024

$7.5B

$6.7B

$51.2M

2022

Mar 28, 2023

$5.3B

$4.6B

$38.7M

2021

Mar 30, 2022

$6.6B

$5.8B

$28.0M

2020

Mar 30, 2021

$5.7B

$5.1B

$6.2M

2019

Mar 26, 2020

$5.1B

$4.5B

$5.9M

2018

Mar 28, 2019

$4.5B

$3.9B

$1.6M

2017

Mar 29, 2018

$4.7B

$4.1B

2016

Mar 31, 2017

$3.8B

$3.6B

n/a

2015

Mar 31, 2016

$3.6B

$3.5B

n/a

2014

Apr 9, 2015

$3.8B

$3.6B

n/a

2013

Mar 27, 2014

$3.4B

$3.2B

n/a

2012

Feb 28, 2013

$2.5B

$2.3B

n/a

2011

Apr 2, 2012

$1.9B

$1.7B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$10B

$8.9B

13.2%

$5.3B

24.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LOWELL BLAKE & ASSOCIATES INC.

Nov 15, 2023

Nov 26, 2025

BOSTON, MA

Firm absorbed

RIA to RIA

100.0%