Asset manager · Marblehead, MA
Moody Aldrich Partners, LLC
SEC-registered investment adviser · CRD 106920 · SEC 801-32888
At a glance
Moody Aldrich Partners, LLC is an SEC-registered investment adviser based in Marblehead, Massachusetts, with $864 million in regulatory assets under management as of its Form ADV filed May 4, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 113 individual clients. By Form ADV it is a asset manager, ranked 1,428th of 3,218 asset managers and 5,839th of 17,210 SEC-registered advisers by assets.
Main office 781-639-2750moodyaldrich.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $864M
- Rank among asset managers
- #1,428 of 3,218
- Rank among all SEC RIAs
- #5,839 of 17,210
- Rank in Massachusetts
- #307 of 627
- Individual clients
- 113
- High-net-worth clients
- 94
- Accounts
- 376
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 7
- Offices
- 3
Owners and executives on its Form ADV
- Eli S. KentManaging Member
- William B. MoodyManaging Member
- Eyk D. Van OtterlooMember
- Robert C. BarringerChief Investment Officer
- Philippe L. RollandChief Investment Officer
- Joseph F. Stowell IIIChief Compliance Officer
Custody and brokerage
6 custodians
- Goldman Sachs$139M25%
- J.P. Morgan$116M21%
- Northern Trust$82M15%
- State Street$78M14%
- Charles Schwab$69M13%
- Glenmede Trust$67M12%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 94 | $282M | 33% |
| Pooled investment vehicles | 4 | $228M | 26% |
| State or municipal government entities | 2 | $155M | 18% |
| Other | 250 | $146M | 17% |
| Charitable organizations | 4 | $29M | 3% |
| Individuals | 19 | $13M | 1% |
| Corporations or other businesses | 1 | $7M | <1% |
| Pension and profit sharing plans | 2 | $5M | <1% |
Private funds
Moody Aldrich Partners, LLC reports 3 private funds with $209M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Moody Aldrich Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗moodyaldrich.com ↗
AtlasMembers
The full record on Moody Aldrich Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,014 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Moody Aldrich Partners, LLC manage?
Moody Aldrich Partners, LLC reports $864 million in regulatory assets under management across 376 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 4, 2026.
What kind of firm is Moody Aldrich Partners, LLC?
Moody Aldrich Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Moody Aldrich Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($282 million, 94 clients); pooled investment vehicles ($228 million, 4 clients); state or municipal government entities ($155 million, 2 clients).
Does Moody Aldrich Partners, LLC manage private funds?
Yes. It reports 3 private funds with $209 million in gross assets, including other private funds.
Does Moody Aldrich Partners, LLC have any disciplinary history?
Moody Aldrich Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Moody Aldrich Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →