DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LOWELL BLAKE & ASSOCIATES INC.

CRD 105127

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:7407b8cd-c6f4-a8e2-36a5-9edc4db980e0

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 7
On other graphs: 0
Observed: Mar 29, 2012 to Mar 30, 2023
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $597MItem 5.F on the latest filing (2023-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $545M
Private client RAUM: $320MderivedItem 5.D individuals plus high net worth individuals
Private client share: 54%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 432
Individual clients: 61
High net worth clients: 76
Custody, client assets: $61,220
SEC number: 801-9892
CRD: 105127
Filings on the tape: 30
First filed: Mar 29, 2012
Latest filed: Mar 30, 2023
Organised: Corporation, Massachusetts

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
LBA FOREST STEWARDSHIP INITIATIVE LLC.	Other Private Fund	$4.5M	Mar 25, 2014	37	Mar 29, 2012	dropped	n/a
MAINE FARMLANDS, LLC.	Other Private Fund	$842,656	Mar 15, 2018	29	Mar 29, 2012	dropped	n/a
LBA 2003 VERMONT TIMBER LLC.	Other Private Fund	$2,257	Mar 25, 2014	32	Mar 29, 2012	dropped	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
GAGLIARDI, NICOLE, FRANCINE	MANAGING DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER	C	yes	05/2010	Mar 29, 2012	Mar 30, 2023
MALCOM, DIANA, BLISS	PRESIDENT, PRINCIPAL AND DIRECTOR	C	yes	05/2004	Mar 29, 2012	Mar 30, 2023
WELCH, JESSICA, C.	PORTFOLIO MANAGER AND PHILANTHROPIC ADVISOR GIVING COORDINATOR	A	no	11/2019	Mar 28, 2020	Mar 30, 2023

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
2022	Mar 30, 2023	$597M	$545M	8	5	0	n/a	n/a
2021	Mar 30, 2022	$764M	$387M	9	6	0	n/a	n/a
2020	Mar 28, 2021	$680M	$234M	11	6	0	n/a	n/a
2019	Mar 28, 2020	$608M	$128M	11	6	0	n/a	n/a
2018	Mar 22, 2019	$517M	$63.8M	10	6	0	n/a	n/a
2017	Mar 15, 2018	$535M	$13.7M	10	6	0	1	$842,656
2016	Mar 10, 2017	$508M	$5.8M	11	6	n/a	1	$891,322
2015	Mar 21, 2016	$581M	$5.9M	8	7	n/a	1	$889,490
2014	Mar 19, 2015	$671M	$0	9	8	n/a	1	$952,076
2013	Mar 25, 2014	$684M	$0	9	8	n/a	3	$5.5M
2012	Mar 27, 2013	$630M	$0	9	8	n/a	3	$11.7M
2011	Mar 29, 2012	$625M	$0	n/a	n/a	n/a	3	$14.3M

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
2022	$597M	$764M	-21.9%	$608M	-0.6%	8	9	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CHOATE INVESTMENT ADVISORS	4	Nov 15, 2023	Nov 26, 2025	BOSTON, MA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← MALCOM, DIANA, BLISSOwnerPRESIDENT, PRINCIPAL AND DIRECTOR, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← GAGLIARDI, NICOLE, FRANCINEOwnerMANAGING DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← WELCH, JESSICA, C.OwnerPORTFOLIO MANAGER AND PHILANTHROPIC ADVISOR GIVING COORDINATOR, ownership code A, individual
Mar 28, 2020 to presentfactForm ADV

Moved with (1)

→ CHOATE INVESTMENT ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Nov 15, 2023 to Nov 26, 2025factForm ADV

Registered with (10)

← Mark Richard PerryAdvisorregistration: previous registration
Jul 27, 2021 to Nov 15, 2023factForm ADV
← DIANA BLISS MALCOMAdvisorregistration: previous registration
Jan 1, 2001 to Nov 15, 2023factForm ADV
← JONATHAN ERIK MCGRAW BENTLEYAdvisorregistration: previous registration
Jun 30, 2020 to Nov 15, 2023factForm ADV
← JESSICA C. WELCHAdvisorregistration: previous registration
Jan 4, 2019 to Nov 15, 2023factForm ADV
← James BalfourAdvisorregistration: previous registration
Dec 5, 2017 to Oct 23, 2019factForm ADV
← Patrick Brookman McCoyAdvisorregistration: previous registration
Jan 1, 2001 to Nov 4, 2016factForm ADV
← CARRIE ANNE ENDRIESAdvisorregistration: previous registration
Apr 23, 2007 to Sep 25, 2014factForm ADV
← CHARLTON NMN REYNDERSAdvisorregistration: previous registration
Dec 31, 1994 to Nov 29, 2005factForm ADV
← PATRICK JOHNSON MCVEIGHAdvisorregistration: previous registration
Jan 16, 2004 to Nov 29, 2005factForm ADV
← JULIE JOHNSON MCVEIGHAdvisorregistration: previous registration
Sep 28, 2000 to Mar 26, 2003factForm ADV

Advises (3)

→ MAINE FARMLANDS, LLC.Private fundOther Private Fund, IA, no longer reported
Mar 29, 2012 to Mar 15, 2018factForm ADV
→ LBA 2003 VERMONT TIMBER LLC.Private fundOther Private Fund, IA, no longer reported
Mar 29, 2012 to Mar 25, 2014factForm ADV
→ LBA FOREST STEWARDSHIP INITIATIVE LLC.Private fundOther Private Fund, IA, no longer reported
Mar 29, 2012 to Mar 25, 2014factForm ADV

Dated events

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 5 days ago
4 advisors
Occurred
Nov 15, 2023
Advisor changed firm
Jonathan Erik Mcgraw Bentley left Lowell Blake & Associates Inc. for Choate Investment Advisors (registered 2023-11-21)
Form ADVobserved 5 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Diana Bliss Malcom left Lowell Blake & Associates Inc. for Choate Investment Advisors (registered 2023-11-21)
Form ADVobserved 5 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Mark Richard Perry left Lowell Blake & Associates Inc. for Choate Investment Advisors (registered 2025-11-26)
Form ADVobserved 5 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Jessica C. Welch left Lowell Blake & Associates Inc. for Choate Investment Advisors (registered 2023-11-21)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Timothy John Delaney (Principal, Director, Investment Strategy, Secretary, And Clerk) no longer on Schedule A of Lowell Blake & Associates Inc. (listed 2021-11-03, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2021
Control person left
Randall Mark Maccallum (Principal And Director, Secretary, Clerk) no longer on Schedule A of Lowell Blake & Associates Inc. (listed 2020-06-17, absent 2021-03-28)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7407b8cd-c6f4-a8e2-36a5-9edc4db980e0
First observed: Mar 29, 2012
Last observed: Mar 30, 2023 42 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.

LOWELL BLAKE & ASSOCIATES INC.

CRD 105127

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:7407b8cd-c6f4-a8e2-36a5-9edc4db980e0

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LBA FOREST STEWARDSHIP INITIATIVE LLC.

Other Private Fund

$4.5M

Mar 25, 2014

Mar 29, 2012

dropped

n/a

MAINE FARMLANDS, LLC.

Other Private Fund

$842,656

Mar 15, 2018

Mar 29, 2012

dropped

n/a

LBA 2003 VERMONT TIMBER LLC.

Other Private Fund

$2,257

Mar 25, 2014

Mar 29, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GAGLIARDI, NICOLE, FRANCINE

MANAGING DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER

yes

05/2010

Mar 29, 2012

Mar 30, 2023

MALCOM, DIANA, BLISS

PRESIDENT, PRINCIPAL AND DIRECTOR

yes

05/2004

Mar 29, 2012

Mar 30, 2023

WELCH, JESSICA, C.

PORTFOLIO MANAGER AND PHILANTHROPIC ADVISOR GIVING COORDINATOR

11/2019

Mar 28, 2020

Mar 30, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$597M

$545M

n/a

2021

Mar 30, 2022

$764M

$387M

n/a

2020

Mar 28, 2021

$680M

$234M

n/a

2019

Mar 28, 2020

$608M

$128M

n/a

2018

Mar 22, 2019

$517M

$63.8M

n/a

2017

Mar 15, 2018

$535M

$13.7M

$842,656

2016

Mar 10, 2017

$508M

$5.8M

n/a

$891,322

2015

Mar 21, 2016

$581M

$5.9M

n/a

$889,490

2014

Mar 19, 2015

$671M

n/a

$952,076

2013

Mar 25, 2014

$684M

n/a

$5.5M

2012

Mar 27, 2013

$630M

n/a

$11.7M

2011

Mar 29, 2012

$625M

n/a

$14.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$597M

$764M

-21.9%

$608M

-0.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CHOATE INVESTMENT ADVISORS

Nov 15, 2023

Nov 26, 2025

BOSTON, MA

Firm absorbed

RIA to RIA

100.0%