Moody Aldrich Partners, LLC
Firm details
- Headquarters
- Marblehead, Massachusetts
- CRD number
- 106920
- Registered since
- September 16, 1988
- Website
- moodyaldrich.com
- Custodians
- GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC., GLENMEDE TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI32.57%
- Pooled Investment Vehicles26.43%
- State / Municipal Government17.98%
- Other16.89%
- Charitable Organizations3.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Moody Aldrich Partners, LLC is an institutional registered investment adviser that has been SEC-registered since 1988. The firm manages portfolios for both individual and family clients as well as institutional and pooled-vehicle clients, charging fees as a percentage of assets under management. Its advisory services include separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses and institutional clients. The firm indicates a primary preference for equities and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$2.5M in ETFs
100%
$2.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $994K | 3,577 | 39.56% |
Location
Marblehead, MA
Essex
Location
Marblehead, MA
Headquartered in Marblehead, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 18 Sewall St
- Time zone
- ET (UTC-5)
- Office locations
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