{
  "crd_number": 106920,
  "slug": "moody-aldrich-partners-llc-marblehead-ma-106920",
  "primary_business_name": "MOODY ALDRICH PARTNERS, LLC",
  "legal_name": "MOODY ALDRICH PARTNERS, LLC",
  "dbas": [
    "EASTERN SHORE CAPITAL MANAGEMENT",
    "GLOBAL VALUE ADVISORS"
  ],
  "city": "Marblehead",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-09-16",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-05-04",
  "carried_forward": false,
  "raum_total": 864323569.0,
  "raum_discretionary": 864323569.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 145975810.0,
      "count": 250,
      "description": "WRAP CLIENT ENTITIES"
    },
    "charitable": {
      "raum": 28800873.0,
      "count": 4
    },
    "individuals": {
      "raum": 12575124.0,
      "count": 19
    },
    "state_municipal": {
      "raum": 155391901.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 4531572.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 281511267.0,
      "count": 94
    },
    "pooled_investment_vehicles": {
      "raum": 228430625.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 7106397.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "MA"
  ],
  "websites": [
    "https://eshorecap.com",
    "https://globalvalueadv.com",
    "https://linkedin.com/company/eastern-shore-capital-management-escm-",
    "https://linkedin.com/company/globalvalueadv/about",
    "https://linkedin.com/company/moody-aldrich-partners-llc",
    "https://moodyaldrich.com",
    "https://moodyaldrich.com/gva"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106920",
  "city_as_filed": "MARBLEHEAD",
  "url": "https://advisorcensus.com/firm/moody-aldrich-partners-llc-marblehead-ma-106920",
  "display_name": "Moody Aldrich Partners, LLC",
  "summary": "Moody Aldrich Partners, LLC is an SEC-registered investment advisory firm in Marblehead, MA, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.",
  "citation": "AdvisorCensus. Moody Aldrich Partners, LLC (CRD 106920): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Moody Aldrich Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moody Aldrich Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Moody Aldrich Partners, LLC located?",
      "a": "Moody Aldrich Partners, LLC's principal office is in Marblehead, MA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Moody Aldrich Partners, LLC registered with the SEC or a state?",
      "a": "Moody Aldrich Partners, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 106920."
    },
    {
      "q": "How much does Moody Aldrich Partners, LLC manage?",
      "a": "Moody Aldrich Partners, LLC reports $864,323,569 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Moody Aldrich Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Moody Aldrich Partners, LLC: Regulatory assets under management: $826,289,388 in the October 2021 data and $864,323,569 in the October 2026 data, up 5%. Total employees: 13 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Moody Aldrich Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (250); high net worth individuals (94); individuals (other than high net worth individuals) (19)."
    },
    {
      "q": "Which custodians does Moody Aldrich Partners, LLC use?",
      "a": "Moody Aldrich Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Glenmede Trust Company, Goldman Sachs & Co. LLC, JPMorgan Chase Bank, Northern Trust Company and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Moody Aldrich Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106920"
    },
    {
      "q": "What changed in Moody Aldrich Partners, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: No longer lists an office in Winnetka, IL. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 826289388.0,
      "total_employees": 13,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 951284473.0,
      "total_employees": 13,
      "filing_date": "2022-03-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 683133163.0,
      "total_employees": 13,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 802328234.0,
      "total_employees": 16,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 749003366.0,
      "total_employees": 14,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 864323569.0,
      "total_employees": 14,
      "filing_date": "2026-05-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists an office in Winnetka, IL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $749,003,366 to $864,323,569 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Glenmede Trust Company",
      "name_as_filed": "GLENMEDE TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase Bank",
      "name_as_filed": "JPMORGAN CHASE BANK",
      "affiliated": false
    },
    {
      "name": "Northern Trust Company",
      "name_as_filed": "NORTHERN TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/moody-aldrich-partners-llc-marblehead-ma-106920.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 12575124.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 281511267.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 228430625.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4531572.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 28800873.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 155391901.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 7106397.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 250,
      "fewer_than_5": false,
      "raum": 145975810.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106920",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}