# CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106109
- Type: SEC-registered investment adviser
- SEC file number: 801-53321
- Location: TWO INTERNATIONAL PLACE, BOSTON, MA, 02110
- Phone: 617-973-4900
- Latest filing: 2026-03-30
- Regulatory AUM: $10.0B
- Discretionary AUM: $9.3B
- Non-discretionary AUM: $776.9M
- Clients: 34
- Accounts: 4,009

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Erin Elwood Kerr | CHIEF COMPLIANCE OFFICER | — |
| Robert Allen Kole | DIRECTOR OF CAMI | — |
| Tamer Makram Alamuddin | MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI | — |
| Alexander Lowell Thorndike | PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| THORNDIKE ALEXANDER LOWELL | PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| SARGENT PRESTON ROBERT | V.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIA; V.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIA; CHIEF COMPLIANCE OFFICER OF CIA | — |
| WENZEL THOMAS RICHARD | PRES./TREAS./DIR.-CHOATE ADVISORS MANAGEMENT, INC.("CAMI");MANAGER-CHOATE INVESTMENT ADVISORS LLC ("CIA"); MANAGING DIR. OF CIA | — |
| MCDANIEL JAMES ALAN | DIRECTOR OF CAMI | — |
| SCHERMERHORN SCOTT BENJAMIN | MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| CALLORI FREDERICK PETER | CHIEF COMPLIANCE OFFICER | — |
| WENZEL RICHARD L | PRES./TREAS./DIR.-CHOATE ADVISORS MANAGEMENT, INC.("CAMI");MANAGER-CHOATE INVESTMENT ADVISORS LLC ("CIA"); MANAGING DIR. OF CIA | — |
| MILLAY TODD MARTIN | MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| PHILLIPS DOUGLAS BOND | ACTING MANAGING DIRECTOR OF CIA; SECRETARY AND DIRECTOR OF CAMI | — |
| KERR ERIN ELWOOD | CHIEF COMPLIANCE OFFICER | — |
| KOLE ROBERT ALLEN | DIRECTOR OF CAMI | — |
| Alamuddin Tamer Makram | DIRECTOR OF CAMI; MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106109/similar
- Related entities: https://search.stillhousedata.com/firm/106109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106109

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.