Moody Aldrich Partners, Llc
- Regulatory AUM
- $864M
- Discretionary
- $864M
- Clients
- 376
- Avg AUM / client
- $2.3M
- Accounts
- 376
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $12.6M | 1.45% |
| High net worth individuals | 94 | $282M | 32.6% |
| Pooled investment vehicles (non-investment companies) | 4 | $228M | 26.4% |
| Pension and profit sharing plans | 2 | $4.5M | 0.52% |
| Charitable organizations | 4 | $28.8M | 3.33% |
| State or municipal government entities | 2 | $155M | 18.0% |
| Corporations and other businesses | 1 | $7.1M | 0.82% |
| Other | 250 | $146M | 16.9% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $166M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Value Advisors Fund Lp Global Equity Series | Other Private Fund | Delaware | $137M | 7 |
| Global Value Advisors Fund Lp International Small Cap Series | Other Private Fund | Delaware | $24.2M | 7 |
| Global Value Advisors Fund Lp Emerging Markets Equity Series | Other Private Fund | Delaware | $4.8M | 1 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Van Otterloo, Eyk, De Mol Alexander | Member | Jun 1988 (38y) | 25% – 50% | |
| William Bradford Moody | Managing Member | CFA | Jun 1988 (38y) | 10% – 25% |
| Kent, Eli, Seth | Managing Member | May 2006 (20y) | 10% – 25% | |
| Barringer, Robert, Charles | Chief Investment Officer | Oct 2012 (14y) | Less than 5% | |
| Rolland, Philippe, Louis | Chief Investment Officer | Mar 2018 (8y) | Less than 5% | |
| Stowell Iii, Joseph, Francis | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Daniel Brook Wanzenberg | Chief Investment Officer | Jul 2023 (3y) | Less than 5% | |
| Richard Peter Boutin | Registered representative | Jul 2023 (3y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $166M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Value Advisors Fund Lp Global Equity Series | Other Private Fund | $137M | $500K | 7 |
| Global Value Advisors Fund Lp International Small Cap Series | Other Private Fund | $24.2M | $500K | 7 |
| Global Value Advisors Fund Lp Emerging Markets Equity Series | Other Private Fund | $4.8M | $500K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.97 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $139M (16% of AUM) May 2026
- Pershing $123M (15% of AUM) Nov 2021
- J.P. Morgan $116M (13% of AUM) May 2026
- Northern Trust $82.3M (10% of AUM) May 2026
- State Street $78.4M (9% of AUM) May 2026
- Charles Schwab & Co. $69.0M (8% of AUM) May 2026
- The Glenmede Trust Company, N.A. $67.0M (8% of AUM) May 2026
- BNY Mellon $62.3M (8% of AUM) Sep 2025
- Fidelity Brokerage Services $54.0M (7% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗