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Moody Aldrich Partners, LLC

● SEC registered since 1988CRD 106920SEC# 801-32888Marblehead, MA
Export (members)
Ranks #3,051 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$749M
Fund GAV
$160M
Private funds
3
Employees
14
Accounts
394
Location
Marblehead, MA

Moody Aldrich Partners, LLC assets under management

Moody Aldrich Partners, LLC is an SEC-registered investment adviser based in Marblehead, MA. The firm has been registered since 1988. It reports $749 million in regulatory assets under management and employs 14 people. Moody Aldrich Partners, LLC manages 3 private funds with combined gross assets of $160 million, including Global Value Advisors Fund LP - Global Equity Series. By regulatory assets, it ranks 3,051 of 5,911 private fund managers.

Moody Aldrich Partners, LLC private funds

3 funds · $160M GAV
FundTypeGross assetsMin.
Global Value Advisors Fund LP - Global Equity SeriesOther Private$125.7M$500K
Global Value Advisors Fund LP - International Small Cap SeriesOther Private$29.4M$500K
Global Value Advisors Fund LP - Emerging Markets Equity SeriesOther Private$4.8M$500K

Moody Aldrich Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Daniel Brook WanzenbergChief Investment OfficerUnder 5%2023
Eli Seth Kent ControlManaging Member25-50%2006
Eyk De Mol Alexander Van OtterlooMember50-75%1988
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Frequently asked questions

How much does Moody Aldrich Partners, LLC manage?

Moody Aldrich Partners, LLC reports $749 million in regulatory assets under management on its Form ADV.

How many private funds does Moody Aldrich Partners, LLC manage?

Moody Aldrich Partners, LLC manages 3 private funds with combined gross assets of $160 million.

How many employees does Moody Aldrich Partners, LLC have?

Moody Aldrich Partners, LLC reports 14 employees.

Where is Moody Aldrich Partners, LLC located?

Moody Aldrich Partners, LLC is based in Marblehead, MA and has been SEC-registered since 1988.

Does Moody Aldrich Partners, LLC disclose fund performance?

Moody Aldrich Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18 Sewall Street, Marblehead, MA 01945
Phone781-639-2750
Fax781-639-2751
Office hours9:00 A.M - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK936941
Discloses disciplinary historyNo

Assets under management

Discretionary$749M
Non-discretionary$0
Total (RAUM)$749M

Service providers

Prime broker
Custodian
Administrator