Managing Member · Moody Aldrich Partners, LLC
William B. Moody
CRD 2643747 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Moody Aldrich Partners, LLC, an SEC-registered asset manager based in Marblehead, MA with $864 million in regulatory assets, lists William B. Moody on its Form ADV as Managing Member, a control person. The SEC filings also name William at 1 other registered adviser.
Firms and roles
- Moody Aldrich Partners, LLCManaging MemberAsset manager · Marblehead, MA · $864M in regulatory assets
- MAP Funds Management, LLCManaging MemberPrivate fund adviser · Marblehead, MA · $26M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Eli S. KentManaging Member, Moody Aldrich Partners, LLC
- Eyk D. Van OtterlooMember, Moody Aldrich Partners, LLC
- Robert C. BarringerChief Investment Officer, Moody Aldrich Partners, LLC
- Philippe L. RollandChief Investment Officer, Moody Aldrich Partners, LLC
- Joseph F. Stowell IIIChief Compliance Officer, Moody Aldrich Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.