Moody Aldrich Partners, LLC

RIASEC RegisteredEst. 1988

Total AUM

$864M

Discretionary

$864M

100% of AUM

Avg account

$2.3M

Accounts

376

Employees

Advisory reps

Firm details

Headquarters: Marblehead, Massachusetts
CRD number: 106920
Registered since: September 16, 1988
Website: moodyaldrich.com
Custodians: GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC., GLENMEDE TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI32.57%
Pooled Investment Vehicles26.43%
State / Municipal Government17.98%
Other16.89%
Charitable Organizations3.33%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Moody Aldrich Partners, LLC is an individual‑owned investment advisory firm that has been SEC‑registered since 1988. It manages portfolios for individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. The firm provides discretionary portfolio management for separate accounts and for pooled vehicles; it also serves as sponsor, GP or managing member of pooled investment vehicles. Moody Aldrich is not identified as an active ESG investor.