# Moody Aldrich Partners, LLC

> 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.

- CRD: 106920
- Filed as: MOODY ALDRICH PARTNERS, LLC
- Also doing business as: EASTERN SHORE CAPITAL MANAGEMENT, GLOBAL VALUE ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marblehead, MA
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106920
- AdvisorCensus page: https://advisorcensus.com/firm/moody-aldrich-partners-llc-marblehead-ma-106920

## Quick answers

**How is Moody Aldrich Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moody Aldrich Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Moody Aldrich Partners, LLC located?**
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).

**Is Moody Aldrich Partners, LLC registered with the SEC or a state?**
Moody Aldrich Partners, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 106920.

**How much does Moody Aldrich Partners, LLC manage?**
Moody Aldrich Partners, LLC reports $864,323,569 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have Moody Aldrich Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Moody Aldrich Partners, LLC serve?**
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).

**Which custodians does Moody Aldrich Partners, LLC use?**
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.

**Does Moody Aldrich Partners, LLC report any disciplinary disclosures?**
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

**What changed in Moody Aldrich Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in Winnetka, IL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Glenmede Trust Company
- Goldman Sachs & Co. LLC
- JPMorgan Chase Bank
- Northern Trust Company
- State Street Bank and Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $864,323,569
- Discretionary: $864,323,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $12,575,124 |
| High net worth individuals | 94 | $281,511,267 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $228,430,625 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,531,572 |
| Charitable organizations | 4 | $28,800,873 |
| State or municipal government entities (including government pension plans) | 2 | $155,391,901 |
| Corporations or other businesses not listed above | 1 | $7,106,397 |
| Other | 250 | $145,975,810 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, IL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- San Marino, CA

### Websites listed on Form ADV (Item 1.I)
- eshorecap.com
- globalvalueadv.com
- moodyaldrich.com
- moodyaldrich.com/gva
- LinkedIn @eastern-shore-capital-management-escm-
- LinkedIn @globalvalueadv
- LinkedIn @moody-aldrich-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $826,289,388 | 13 | March 25, 2021 |
| October 2022 | $951,284,473 | 13 | March 26, 2022 |
| October 2023 | $683,133,163 | 13 | July 21, 2023 |
| October 2024 | $802,328,234 | 16 | September 12, 2024 |
| October 2025 | $749,003,366 | 14 | March 20, 2025 |
| October 2026 | $864,323,569 | 14 | May 4, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in Winnetka, IL.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $749,003,366 to $864,323,569 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moody Aldrich Partners, LLC (CRD 106920): Form ADV filing data as of October 2026.