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| Happy Holidays!! thanks for using AUM13F!! |
| Moody Aldrich Partners LLC
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| CRD # | 106920 |
| SEC # | 801-32888 |
| CIK # | 0000936941, 0001790829, 0001790752, 0001790831 |
| AUM | $749.0 M (2025-03-20) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 781-639-2750 |
| Address | 18 Sewall Street Marblehead, MA 01945 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Meta Financial Group Inc | 10.6 | ||
| Protagonist Therapeutics Inc | 9.4 | ||
| Sportradar Group AG | 9.1 | ||
| Independent Bank Corp | 9.0 | ||
| Clearwater Analytics Holdings Inc | 9.0 | ||
| Virtu Financial Inc | 8.9 | ||
| Palomar Holdings Inc | 8.2 | ||
| Skyward Specialty Insurance Group Inc | 7.8 | ||
| Columbia Banking System Inc | 7.6 | ||
| Healthequity Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Global Value Advisors Fund LP - Global Equity Series | 2022-03-26 | 125.7 | |
| Other | Global Value Advisors Fund LP - International Small Cap Series | 2022-03-26 | 29.4 | |
| Other | Global Value Advisors Fund LP - Emerging Markets Equity Series | 2020-03-26 | 4.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 7.8 |
| (b) Individuals (high net worth individuals) | 84 | 149.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 214.2 |
| (g) Pension and profit sharing plans | 2 | 4.2 |
| (h) Charitable organizations | 4 | 26.1 |
| (i) State or municipal government entities | 3 | 192.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 9.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 6.0 |
| (n) Other | 278 | 139.3 |
| Total | 394 | 749.0 |
| By Discretionary | ||
| Discretionary | 394 | 749.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 394 | 749.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 746.3 | |
| Total | 394 | 749.0 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000936941] | |
| D | [0001790752] | |
| D | [0001790829] | |
| D | [0001790831] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Moody Aldrich Partners LLC
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|
MA | 0.7 |
|
Harvest Funds Management LLC
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|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Capital Management Inc
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|
MI | 0.8 |
|
Mps-Loria Financial Planners LLC
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IL | 0.8 |
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Rothschild Wealth LLC
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IL | 0.8 |
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de Groote Financial Group LLC
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CA | 0.8 |
|
Lebenthal Diversified Asset Management Inc
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NY | 0.8 |
|
Riverpoint Wealth Management Holdings LLC
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|
IL | 0.7 |
|
Petra Capital Management Inc
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|
0.7 | |
|
Parkside Advisors LLC
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|
CA | 0.7 |
|
Old Port Advisors Inc
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|
ME | 0.7 |
|
Beacon Financial Group Inc
✚
|
OH | 0.7 |