MOODY ALDRICH PARTNERS, LLC
Latest filing: Mar 20, 2025 (69 days ago)
AUM
$749,003,366
-7% change vs. 1 year ago
-21% change vs. 3 years ago
12% change vs. 5 years ago
2568% change vs. 10 years ago
Employee Count
14
-12% change vs. 1 year ago
8% change vs. 3 years ago
8% change vs. 5 years ago
75% change vs. 10 years ago
Main Office
MARBLEHEAD, MA
18 SEWALL STREET, MARBLEHEAD, MA, UNITED STATES, 01945
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.2 |
| Institutional | $0.4 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 17 | $0.0 |
| Average Individual AUM | $459,020 | |
| HNW | 84 | $0.1 |
| Average HNW AUM | $1,779,345 | |
| Retail Total | 101 | $0.2 |
| Average Retail AUM | $1,557,112 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| GOLDMAN SACHS & CO. LLC | NEW YORK-NY-USA | $0.1 |
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $0.1 |
| CHARLES SCHWAB & CO., INC. | EL PASO-TX-USA | $0.1 |
| JP MORGAN CHASE | NEW YORK-NY-USA | $0.1 |
| GLENMEDE TRUST COMPANY | PHILADELPHIA-PA-USA | $0.1 |
| NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.1 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 97% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HARVEST FUNDS MANAGEMENT, LLC | $0.0 | 165979 | |
| KWANTIX POWER FUND II GP, LLC | $0.0 | - | |
| KWANTIX HOLDINGS LLC | $0.0 | - | |
| KWANTIX CARBON FUND GP, LLC | $0.0 | - | |
| KWANTIX LLC | $0.0 | - | |
| KWANTIX POWER FUND I GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| KENT, ELI, SETH | MANAGING MEMBER |
| MOODY, WILLIAM, BRADFORD | MANAGING MEMBER |
| VAN OTTERLOO, EYK, DE MOL ALEXANDER | MEMBER |
| BARRINGER, ROBERT, CHARLES | CHIEF INVESTMENT OFFICER |
| ROLLAND, PHILIPPE, LOUIS | CHIEF INVESTMENT OFFICER |
| STOWELL III, JOSEPH, FRANCIS | CHIEF COMPLIANCE OFFICER |
| WANZENBERG, DANIEL, BROOK | CHIEF INVESTMENT OFFICER |
| BONZAGNI, RICHARD, JOSEPH | HEAD OF BUSINESS DEVELOPMENT & CLIENT SERVICE |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM MOODY | MARBLEHEAD | MA | S63|1995-07-19 | CHARTERED FINANCIAL ANALYST | |||||
| DANIEL WANZENBERG | MARBLEHEAD | MA | S63|1995-06-30|S65|1996-07-03 | ||||||
| RICHARD BOUTIN | MARBLEHEAD | MA | S65|2006-06-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.7 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $0.8 | -$0.1 | -7% | 16 | -2 | -12% |
| 2023-04-04 | $0.7 | $0.1 | 10% | 13 | 1 | 8% |
| 2022-04-01 | $1.0 | -$0.2 | -21% | 13 | 1 | 8% |
| 2021-04-05 | $0.8 | -$0.1 | -9% | 13 | 1 | 8% |
| 2020-04-01 | $0.7 | $0.1 | 12% | 13 | 1 | 8% |
| 2019-04-01 | $0.4 | $0.3 | 70% | 12 | 2 | 17% |
| 2018-04-02 | $0.3 | $0.5 | 157% | 11 | 3 | 27% |
| 2017-04-01 | $0.2 | $0.5 | 208% | 8 | 6 | 75% |
| 2016-04-01 | $0.1 | $0.7 | 954% | 8 | 6 | 75% |
| 2015-04-01 | $0.0 | $0.7 | 2568% | 8 | 6 | 75% |
| 2014-04-01 | $0.0 | $0.7 | 2296% | 9 | 5 | 56% |
| 2013-04-01 | $0.6 | $0.2 | 33% | 11 | 3 | 27% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-07/21/2023, CO-03/28/2019, FL-02/26/2024, IL-07/21/2023, MA-02/08/1996 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV