Moody Aldrich Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 3 private funds.
Moody Aldrich Partners reports 376 clients. They include 250 other clients, 94 high-net-worth individuals and 19 individual clients. Of its assets, 100.0% ($864M across 376 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $112M. Of its clients, 1% are outside the U.S. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 5% | 1% |
| High-net-worth individuals | 25% | 33% |
| Pooled investment vehicles | 1% | 26% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 3% |
| Other client typesState or municipal government entities; Corporations and other businesses; Other | 67% | 36% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 19 | $12.6M | 1.5% | $662K |
| High-net-worth individuals | 94 | $282M | 32.6% | $2.99M |
| Pooled investment vehicles | 4 | $228M | 26.4% | $57.1M |
| Pension and profit-sharing plans | 2 | $4.53M | 0.5% | $2.27M |
| Charitable organizations | 4 | $28.8M | 3.3% | $7.2M |
| State or municipal government entities | 2 | $155M | 18.0% | $77.7M |
| Corporations and other businesses | 1 | $7.11M | 0.8% | $7.11M |
| Other | 250 | $146M | 16.9% | $584K |
| Total | 376 | $864M | 100% | $2.3M |
- Clients
- 19
- Regulatory AUM
- $12.6M
- AUM share
- 1.5%
- Avg. per client
- $662K
- Clients
- 94
- Regulatory AUM
- $282M
- AUM share
- 32.6%
- Avg. per client
- $2.99M
- Clients
- 4
- Regulatory AUM
- $228M
- AUM share
- 26.4%
- Avg. per client
- $57.1M
- Clients
- 2
- Regulatory AUM
- $4.53M
- AUM share
- 0.5%
- Avg. per client
- $2.27M
- Clients
- 4
- Regulatory AUM
- $28.8M
- AUM share
- 3.3%
- Avg. per client
- $7.2M
- Clients
- 2
- Regulatory AUM
- $155M
- AUM share
- 18.0%
- Avg. per client
- $77.7M
- Clients
- 1
- Regulatory AUM
- $7.11M
- AUM share
- 0.8%
- Avg. per client
- $7.11M
- Clients
- 250
- Regulatory AUM
- $146M
- AUM share
- 16.9%
- Avg. per client
- $584K
Total
- Clients
- 376
- Regulatory AUM
- $864M
- AUM share
- 100%
- Avg. per client
- $2.3M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 3
Moody Aldrich Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Eyk Van Otterloo owns 50% to 75% of Moody Aldrich Partners. The leadership team of Moody Aldrich Partners includes Chief Investment Officer Robert Barringer and Chief Compliance Officer Joseph Stowell III. It has 14 employees, 7 of them in advisory roles.
Staff
- 14 employees
- 7 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Moody Aldrich Partners, LLC
Eyk Van Otterloo
since June 1988
- Owns 25% to 50% of Moody Aldrich Partners, LLC
Eli Kent
Control person · since May 2006
- Owns 25% to 50% of Moody Aldrich Partners, LLC
William Moody
Control person · since June 1988
Moody Aldrich Partners’ regulatory assets went from $826M (March 2021) to $864M (May 2026); clients fell from 559 to 376 and employees rose from 13 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $864M | 376 | 14 | 3 |
| Mar 2025March 2025 | $749M | 394 | 14 | 4 |
| Jun 2024June 2024 | $802M | 433 | 16 | 4 |
| Jul 2023July 2023 | $683M | 479 | 13 | 4 |
| Mar 2022March 2022 | $951M | 541 | 13 | 2 |
| Mar 2021March 2021 | $826M | 559 | 13 | 1 |
Besides its headquarters, Moody Aldrich Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
California · 1 listed address
- 1613 Chelsea RD, San Marino
Massachusetts · 1 listed address
- 18 Sewall Street, MarbleheadHQ
Other business names
Moody Aldrich Partners has reported 2 other business names to the SEC.
- Eastern Shore Capital Management
- Global Value Advisors
Contact and registration details
- Legal name
- Moody Aldrich Partners, LLC
- Headquarters
- 18 Sewall Street, Marblehead, MA 01945
- Website
- moodyaldrich.com
- Phone
- 781-639-2750
- @moody-aldrich-partners-llc
- SEC file
- 801-32888
- Structure
- Delaware LLC
- Fiscal year end
- December
Moody Aldrich Partners’ named custodians for separately managed accounts include Goldman Sachs & Co. ($139M, 25%), J.P. Morgan ($116M, 21%) and Northern Trust ($82.3M, 15%). Moody Aldrich Partners has custody of $225M for 15 clients.
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $139M25%
- Glenmede TrustGlenmede Trust Company · Philadelphia, PA · $67M12%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $78.4M14%
- Northern TrustNorthern Trust Company · Chicago, IL · $82.3M15%
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $69M13%
- J.P. MorganJPMorgan Chase Bank · New York, NY · $116M21%
At year end, Moody Aldrich Partners’ separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $557M across 175 positions; the largest are Element Solutions Inc. (1.9%), Oruka Therapeutics Inc. (1.7%) and Independent BK Corp. Mass (1.7%).
What the accounts hold
- Stocks95%
- Cash5%
How many clients does Moody Aldrich Partners have?
Moody Aldrich Partners has 376 clients and manages $864 million for them, as of May 2026. They include 250 other clients, 94 high-net-worth individuals and 19 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Moody Aldrich Partners offer?
Moody Aldrich Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Moody Aldrich Partners use?
Moody Aldrich Partners’ separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $139M, JPMorgan Chase Bank (New York, NY), with $116M, Northern Trust Company (Chicago, IL), with $82.3M, State Street Bank and Trust Company (Boston, MA), with $78.4M, Charles Schwab & Co., Inc. (El Paso, TX), with $69M and Glenmede Trust Company (Philadelphia, PA), with $67M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Moody Aldrich Partners have?
Moody Aldrich Partners has 3 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Moody Aldrich Partners invest in?
At the end of its last fiscal year, Moody Aldrich Partners’ separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Moody Aldrich Partners?
Moody Aldrich Partners’ direct owners are Eli Kent (25% to 50%), William Moody (25% to 50%) and Eyk Van Otterloo (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Moody Aldrich Partners get paid?
Moody Aldrich Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Moody Aldrich Partners?
Moody Aldrich Partners’ main office is at 18 Sewall Street, Marblehead, MA 01945. Its phone number is 781-639-2750. Its website is moodyaldrich.com.