Choate Investment Advisors LLC
Legal Name: CHOATE INVESTMENT ADVISORS LLC
Full Contact Details
Other Info
Choate Investment Advisors LLC is legally known as CHOATE INVESTMENT ADVISORS LLC. It is a MA Limited Liability Company. This firm has 14 employees, of which 11 are employees in advisory roles. It serves 3 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 29, 1996.
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Direct Owners
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CHOATE ADVISORS MANAGEMENT, INC. ("CAMI")
MANAGING MEMBER OF CIA owns less than 5%
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CHOATE, HALL & STEWART LLP
EQUITY OWNER owns 75% or more
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ERIN ELWOOD KERR
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT ALLEN KOLE
DIRECTOR OF CAMI owns less than 5%
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TAMER MAKRAM ALAMUDDIN
DIRECTOR OF CAMI owns less than 5%
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TODD MARTIN MILLAY
MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI owns less than 5%
Auditors
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KPMG LLP
United States
Firms Located Nearby
- Cambridge Square Capital LP
- Eventide Asset Management LLC
- CVR Portfolio Funds LLC
- Wellington Alternative Investments LLC
- BNY Investment Strategy and Solutions Group LLC
- Lifeyield Advisor LLC
- Northeast Investment Management Inc
- Castine Capital Management LLC
- MAST Capital Management LLC
- Aureus Asset Management LLC
Top Holdings
- ISHARES TR CORE S&P500 ETF $475,832k
- INVESCO EXCHNG TRADED FD TR $109,186k
- INVESCO EXCHNG TRADED FD TR $79,146k
- INVESCO EXCHNG TRADED FD TR $58,709k
- ISHARES TR $47,207k
- ISHARES TR CORE S&P SCP ETF $36,329k
- ISHARES INC CORE MSCI EMKT $34,541k
- ISHARES INC $32,810k
- CHASE CORP $32,290k
- INVESCO EXCHANGETRAD $26,720k