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| Moody Aldrich Partners LLC
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| CRD # | 106920 |
| SEC # | 801-32888 |
| CIK # | 0000936941, 0001790829, 0002106930, 0001790831, 0001790752 |
| AUM | 864.3 M (2026-05-04) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 781-639-2750 |
| Address | 18 Sewall Street Marblehead, MA 01945 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000936941 0001790829 0002106930 0001790831 0001790752 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Platform Specialty Products Corp | 10.6 | |
| ARCA Biopharma Inc | 9.7 | |
| Independent Bank Corp | 9.6 | |
| Wintrust Financial Corp | 9.2 | |
| Ligand Pharmaceuticals Inc | 8.9 | |
| Old National Bancorp /IN/ | 8.6 | |
| Columbia Banking System Inc | 8.4 | |
| AspenBio Pharma Inc | 8.2 | |
| Meta Financial Group Inc | 8.1 | |
| Power & Digital Infrastructure Acquisition Corp | 8.0 | |
| Protagonist Therapeutics Inc | 7.3 | |
| Magenta Therapeutics Inc | 7.3 | |
| Good Works Acquisition Corp | 7.2 | |
| Ambiq Micro Inc | 7.2 | |
| HUT 8 Corp | 6.9 | |
| Skyworks Solutions Inc | 6.7 | |
| Marex Group PLC | 6.7 | |
| VSE Corp | 6.6 | |
| First Interstate Bancsystem Inc | 6.6 | |
| MYR Group Inc | 6.5 | |
| Cathay General Bancorp | 6.5 | |
| Terreno Realty Corp | 6.4 | |
| Praxis Precision Medicines Inc | 6.4 | |
| United Bankshares Inc/Wv | 6.3 | |
| SPX Corp | 6.3 | |
| Portland General Electric Co /OR/ | 6.1 | |
| Solaris Oilfield Infrastructure Inc | 5.9 | |
| Southwest Gas Holdings Inc | 5.9 | |
| Maxlinear Inc | 5.8 | |
| Acushnet Holdings Corp | 5.8 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Global Value Advisors Fund LP - Global Equity Series | 2022-03-26 | 162.5 M | |
| Other | Global Value Advisors Fund LP - International Small Cap Series | 2022-03-26 | 40.4 M | |
| Other | Global Value Advisors Fund LP - Emerging Markets Equity Series | 2020-03-26 | 6.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 12.6 |
| (b) Individuals (high net worth individuals) | 94 | 281.5 |
| (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 | 228.4 |
| (g) Pension and profit sharing plans | 2 | 4.5 |
| (h) Charitable organizations | 4 | 28.8 |
| (i) State or municipal government entities | 2 | 155.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.1 |
| (n) Other | 250 | 146.0 |
| Total | 376 | 864.3 |
| By Discretionary | ||
| Discretionary | 376 | 864.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 376 | 864.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 862.8 | |
| Total | 376 | 864.3 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000936941] | |
| D | [0001790752] | |
| D | [0001790829] | |
| D | [0001790831] | |
| D | [0002106930] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 54930015T5J30LK8MN17 |
| Related Firms | State | AUM |
|---|---|---|
|
Moody Aldrich Partners LLC
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|
MA | 864.3 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
TMB Capital Partners LLC
✚
|
AR | 867.8 M |
|
Vantage Financial Group Inc
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|
OH | 866.9 M |
|
Granite FO LLC
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|
865.6 M | |
|
Pathfinder Wealth Consulting Inc
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|
NC | 865.5 M |
|
Carson Advisory Inc
✚
|
GA | 864.9 M |
|
Lloyd Capital LLC
✚
|
863.3 M | |
|
GSG Advisors LLC
✚
|
NJ | 862.3 M |
|
Front Street Capital Management Inc
✚
|
MT | 862.0 M |
|
The High Net Worth Advisory Group LLC
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|
FL | 861.7 M |
|
Meridian Management Co
✚
|
AR | 861.6 M |