Moody Aldrich Partners is a fund manager in Marblehead with $951.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Moody Aldrich & Sullivan LLC
SEC CIK
IRS number
43011533
SEC advisor number
801-32888
FINRA CRD number
106920
AUM ?
$802.33 mm
(as of 26 Feb 24)
Accounts
433
(as of 26 Feb 24)
Employees
16
(7 investment advisory or research)
Address
Moody Aldrich Partners
18 SEWALL STREET
MOODY ALDRICH PARTNERS
MARBLEHEAD
MA 01945
18 SEWALL STREET
MOODY ALDRICH PARTNERS
MARBLEHEAD
MA 01945
Phone
7816392750
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Moody Aldrich Partners, LLC | $951.28 mm | |
Global Value Advisors Fund LP - Emerging Markets Equity Series | $5.65 mm | Other Private Fund |
Global Value Advisors Fund LP - Global Equity Series | $139.28 mm | Other Private Fund |
Global Value Advisors Fund LP - International Small Cap Series | $22.37 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21