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MOODY ALDRICH PARTNERS, LLC
CRD 106920File 801-32888
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$864.3M
Above cohort median (national)
Discretionary AUM
$864.3M
Clients
126
376 accounts
Employees
14
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 16, 1988
- Principal office
- 18 SEWALL STREET, MARBLEHEAD, MA, 01945
- Phone
- 781-639-2750
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $864.3M
- Discretionary AUM
- $864.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 376
- Non-discretionary accounts
- 0
- Total accounts
- 376
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $7.1M |
| Charitable organizations | 4 | $28.8M |
| High net worth individuals | 94 | $281.5M |
| Pooled investment vehicles | 4 | $228.4M |
| Pension and profit sharing plans | 2 | $4.5M |
| State or municipal government entities | 2 | $155.4M |
| Individuals (other than high net worth individuals) | 19 | $12.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 376 | 126 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.