MOODY ALDRICH PARTNERS, LLC
CRD #106920 SEC #801-32888 MARBLEHEAD, MA 781-639-2750
SEC Registered Private Funds
Total AUM
$749M
Discretionary
$749M
Employees
14
Clients
--
Accounts
394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $749M | $749M | $0 | 14 | 6 |
| Mar 2025 | $749M | $749M | $0 | 14 | 6 |
| Sep 2024 | $802.3M | $802.3M | $0 | 16 | 5 |
| Jun 2024 | $802.3M | $802.3M | $0 | 16 | 5 |
| Feb 2024 | $802.3M | $802.3M | $0 | 16 | 5 |
| Jul 2023 | $683.1M | $683.1M | $0 | 13 | 7 |
| Apr 2023 | $683.1M | $683.1M | $0 | 13 | 7 |
| Mar 2023 | $683.1M | $683.1M | $0 | 13 | 7 |
| Mar 2022 | $951.3M | $951.3M | $0 | 13 | 7 |
| Nov 2021 | $826.3M | $821.8M | $4.5M | 13 | 5 |
| Mar 2021 | $826.3M | $821.8M | $4.5M | 13 | 5 |
| Jun 2020 | $671.3M | $671.3M | $0 | 13 | 5 |
| Mar 2020 | $671.3M | $671.3M | $0 | 13 | 5 |
| Mar 2019 | $441.6M | $441.6M | $0 | 12 | 599 |
| Jul 2018 | $291.2M | $284.2M | $7.1M | 11 | 4 |
| Apr 2018 | $291.2M | $284.2M | $7.1M | 11 | 4 |
| Mar 2018 | $291.2M | $284.2M | $7.1M | 11 | 4 |
| Sep 2017 | $243.5M | $242.4M | $1.2M | 8 | 26 |
| Mar 2017 | $243.5M | $242.4M | $1.2M | 8 | 26 |
| Jun 2016 | $71M | $70.6M | $397.8K | 8 | 26 |
| Jun 2016 | $71M | $70.6M | $397.8K | 8 | 26 |
| Mar 2016 | $71M | $70.6M | $397.8K | 8 | 26 |
| Apr 2015 | $28.1M | $28.1M | $0 | 8 | 26 |
| Mar 2015 | $28.1M | $28.1M | $0 | 8 | 26 |
| Mar 2014 | $31.3M | $31.3M | $0 | 9 | 26 |
| Feb 2014 | $74.9M | $69.9M | $5M | 9 | 108 |
| May 2013 | $74.9M | $69.9M | $5M | 9 | 108 |
| Apr 2013 | $74.9M | $69.9M | $5M | 9 | 108 |
| Dec 2012 | $564.6M | $472.9M | $91.8M | 11 | 800 |
| Mar 2012 | $564.6M | $472.9M | $91.8M | 11 | 800 |
| Mar 2011 | $857.4M | $746.1M | $111.3M | -- | -- |
| Mar 2009 | $794.8M | $781.8M | $13M | -- | -- |
| Jan 2008 | $1.5B | $1.5B | $5.6M | -- | -- |
| May 2007 | $1.5B | $1.5B | $0 | -- | -- |
| Jan 2007 | $1.5B | $1.5B | $0 | 10 | -- |
| Jan 2006 | $890.1M | $890.1M | $0 | 10 | -- |
| Sep 2005 | $182.8M | $182.8M | $0 | 10 | -- |
| Sep 2005 | $182.8M | $182.8M | $0 | 10 | -- |
| Jan 2005 | $182.8M | $182.8M | $0 | 10 | -- |
| Mar 2004 | $87M | $87M | $0 | 10 | -- |
| Jan 2004 | $87M | $87M | $0 | 10 | -- |
| May 2002 | $148.8M | $148.8M | $0 | 5 | -- |
DateSep 2025
Total AUM$749M
Discretionary$749M
Non-Disc.$0
Employees14
Clients6
DateMar 2025
Total AUM$749M
Discretionary$749M
Non-Disc.$0
Employees14
Clients6
DateSep 2024
Total AUM$802.3M
Discretionary$802.3M
Non-Disc.$0
Employees16
Clients5
DateJun 2024
Total AUM$802.3M
Discretionary$802.3M
Non-Disc.$0
Employees16
Clients5
DateFeb 2024
Total AUM$802.3M
Discretionary$802.3M
Non-Disc.$0
Employees16
Clients5
DateJul 2023
Total AUM$683.1M
Discretionary$683.1M
Non-Disc.$0
Employees13
Clients7
DateApr 2023
Total AUM$683.1M
Discretionary$683.1M
Non-Disc.$0
Employees13
Clients7
DateMar 2023
Total AUM$683.1M
Discretionary$683.1M
Non-Disc.$0
Employees13
Clients7
DateMar 2022
Total AUM$951.3M
Discretionary$951.3M
Non-Disc.$0
Employees13
Clients7
DateNov 2021
Total AUM$826.3M
Discretionary$821.8M
Non-Disc.$4.5M
Employees13
Clients5
DateMar 2021
Total AUM$826.3M
Discretionary$821.8M
Non-Disc.$4.5M
Employees13
Clients5
DateJun 2020
Total AUM$671.3M
Discretionary$671.3M
Non-Disc.$0
Employees13
Clients5
DateMar 2020
Total AUM$671.3M
Discretionary$671.3M
Non-Disc.$0
Employees13
Clients5
DateMar 2019
Total AUM$441.6M
Discretionary$441.6M
Non-Disc.$0
Employees12
Clients599
DateJul 2018
Total AUM$291.2M
Discretionary$284.2M
Non-Disc.$7.1M
Employees11
Clients4
DateApr 2018
Total AUM$291.2M
Discretionary$284.2M
Non-Disc.$7.1M
Employees11
Clients4
DateMar 2018
Total AUM$291.2M
Discretionary$284.2M
Non-Disc.$7.1M
Employees11
Clients4
DateSep 2017
Total AUM$243.5M
Discretionary$242.4M
Non-Disc.$1.2M
Employees8
Clients26
DateMar 2017
Total AUM$243.5M
Discretionary$242.4M
Non-Disc.$1.2M
Employees8
Clients26
DateJun 2016
Total AUM$71M
Discretionary$70.6M
Non-Disc.$397.8K
Employees8
Clients26
DateJun 2016
Total AUM$71M
Discretionary$70.6M
Non-Disc.$397.8K
Employees8
Clients26
DateMar 2016
Total AUM$71M
Discretionary$70.6M
Non-Disc.$397.8K
Employees8
Clients26
DateApr 2015
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees9
Clients26
DateFeb 2014
Total AUM$74.9M
Discretionary$69.9M
Non-Disc.$5M
Employees9
Clients108
DateMay 2013
Total AUM$74.9M
Discretionary$69.9M
Non-Disc.$5M
Employees9
Clients108
DateApr 2013
Total AUM$74.9M
Discretionary$69.9M
Non-Disc.$5M
Employees9
Clients108
DateDec 2012
Total AUM$564.6M
Discretionary$472.9M
Non-Disc.$91.8M
Employees11
Clients800
DateMar 2012
Total AUM$564.6M
Discretionary$472.9M
Non-Disc.$91.8M
Employees11
Clients800
DateMar 2011
Total AUM$857.4M
Discretionary$746.1M
Non-Disc.$111.3M
Employees--
Clients--
DateMar 2009
Total AUM$794.8M
Discretionary$781.8M
Non-Disc.$13M
Employees--
Clients--
DateJan 2008
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$5.6M
Employees--
Clients--
DateMay 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$890.1M
Discretionary$890.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees5
Clients--