Investment adviser · CRD 106920
MOODY ALDRICH PARTNERS, LLC
Investment adviser filing (IA)
MARBLEHEAD, MA, United States · Form ADV filed May 4, 2026
- Regulatory AUM
- $864M Form ADV · Item 5.F
- Client accounts
- 376 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $281,511,267 | 32.6% |
| Pooled investment vehicles | 4 | $228,430,625 | 26.4% |
| Government entities | 2 | $155,391,901 | 18.0% |
| Other clients | 250 | $145,975,810 | 16.9% |
| Charities | 4 | $28,800,873 | 3.3% |
| Individuals | 19 | $12,575,124 | 1.5% |
| Corporations & businesses | 1 | $7,106,397 | 0.8% |
| Retirement plans | 2 | $4,531,572 | 0.5% |
Filing source
Form ADV 2095960 · May 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GLOBAL VALUE ADVISORS FUND LP - GLOBAL EQUITY SERIESOther Private Fund · Last reported May 4, 2026$162MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
PERSHING LLC
SEC 8-17574
BTIG, LLC
CRD 122225 · SEC 8-65473
Fund details & source
- Fund ID
- 805-2959262185
- Reported beneficial owners
- 6
- Minimum commitment
- $500K
- Form D file number
- 021-1790829
Form ADV 2095960 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GLOBAL VALUE ADVISORS FUND LP - INTERNATIONAL SMALL CAP SERIESOther Private Fund · Last reported May 4, 2026$40.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
PERSHING LLC
SEC 8-17574
BTIG, LLC
CRD 122225 · SEC 8-65473
Fund details & source
- Fund ID
- 805-4599784391
- Reported beneficial owners
- 8
- Minimum commitment
- $500K
- Form D file number
- 021-1790831
Form ADV 2095960 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GLOBAL VALUE ADVISORS FUND LP - EMERGING MARKETS EQUITY SERIESOther Private Fund · Last reported May 4, 2026$6.13MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
PERSHING LLC
SEC 8-17574
BTIG, LLC
CRD 122225 · SEC 8-65473
Fund details & source
- Fund ID
- 805-6445806977
- Reported beneficial owners
- 1
- Minimum commitment
- $500K
- Form D file number
- 021-1790752
Form ADV 2095960 · May 4, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 4, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
18 SEWALL STREETMARBLEHEAD, MA, 01945, United States
CRD 106920
Filing source
Form ADV 2095960 · May 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.