|
⚲
|
| Moody Aldrich Partners LLC
✚
| |
|---|---|
| CRD # | 106920 |
| SEC # | 801-32888 |
| CIK # | 0001790831, 0001790829, 0001790752, 0000936941 |
| AUM | $802.3 MM (2024-06-27) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 781-639-2750 |
| Address | 18 Sewall Street Marblehead, MA 01945 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WTFC | 4,959.0 | 11.4 | |
| STNG | 2,232.9 | 9.2 | |
| SWX | 5,846.9 | 8.3 | |
| ATI | 2,868.7 | 8.2 | |
| LNW | 4,683.8 | 8.2 | |
| ESI | 4,530.7 | 7.8 | |
| FTAI | 1,855.8 | 7.8 | |
| PCVX | 1,215.3 | 7.6 | |
| SPSC | 4,042.7 | 7.5 | |
| HALO | 6,315.3 | 7.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Global Value Advisors Fund LP - Global Equity Series | 2022-03-26 | 137.4 | |
| Other | Global Value Advisors Fund LP - International Small Cap Series | 2022-03-26 | 24.2 | |
| Other | Global Value Advisors Fund LP - Emerging Markets Equity Series | 2020-03-26 | 4.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 7.4 |
| (b) Individuals (high net worth individuals) | 86 | 133.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 27.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 241.5 |
| (g) Pension and profit sharing plans | 4 | 4.9 |
| (h) Charitable organizations | 6 | 38.9 |
| (i) State or municipal government entities | 3 | 183.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 8.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 19.1 |
| (n) Other | 307 | 138.1 |
| Total | 433 | 802.3 |
| By Discretionary | ||
| Discretionary | 433 | 802.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 802.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 801.6 | |
| Total | 433 | 802.3 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000936941] | |
| D | [0001790752] | |
| D | [0001790829] | |
| D | [0001790831] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Moody Aldrich Partners LLC
✚
|
MA | 0.8 |
|
Harvest Funds Management LLC
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.8 |
|
Cardinal Capital Management Inc
✚
|
0.8 | |
|
Sittner & Nelson LLC
✚
|
OR | 0.8 |
|
LS Investment Advisors LLC
✚
|
MI | 0.8 |
|
Burns J W & Co Inc
✚
|
NY | 0.8 |
|
Ellis Investment Partners LLC
✚
|
PA | 0.8 |
|
CLG LLC
✚
|
CA | 0.8 |
|
Hahn Capital Management LLC
✚
|
CA | 0.8 |
|
Strid Group LLC
✚
|
PA | 0.8 |
|
Trebuchet Consulting LLC
✚
|
PA | 0.8 |