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MOODY ALDRICH PARTNERS, LLC
CRD 106920 · SEC 801-32888
18 SEWALL STREET, MARBLEHEAD, MA, 01945, United States
Phone
781-639-2750
Fax
781-639-2751
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$864.3M
Discretionary AUM
$864.3M
Team
14 total employees; 7 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $12.6M |
| High net worth individuals | 94 | $281.5M |
| Pooled investment vehicles | 4 | $228.4M |
| Pension/profit sharing plans | 2 | $4.5M |
| Charitable organizations | 4 | $28.8M |
| State/municipal entities | 2 | $155.4M |
| Corporations/business entities | 1 | $7.1M |
States served
CA, CO, IL, MA, FL
All web addresses on file
Official SEC filing: View on IAPD