Advisor at Moody Aldrich Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Moody Aldrich Partners, LLC
Location
Winnetka, IL
Credentials
Series 63, Series 65
Industry experience
19 years
Daniel Wanzenberg is a financial advisor at Moody Aldrich Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at APS Labs, LLC and Belridge Capital, LLC. Moody Aldrich Partners, LLC provides discretionary and non-discretionary investment management to high-net-worth individuals, institutions, and state and municipal clients through various account structures and pooled vehicles. The firm combines fundamental research with quantitative screening and risk management to manage value-oriented portfolios across small- and mid-cap and international markets, while also acting as a fund sponsor and general partner in multiple investment entities.
Based on Moody Aldrich Partners, LLC
$0 - $25 million: 0.90% per annum (Eastern Shore Capital Management Small Cap Equity, Smid Cap Equity, Global Value Advisors Global Equity, and others as specified) $25 million - $50 million: 0.80% per annum (Eastern Shore Capital Management Small Cap Equity, Smid Cap Equity, Global Value Advisors Global Equity) $50 million+: 0.70% per annum (Eastern Shore Capital Management Small Cap Equity, Smid Cap Equity, Global Value Advisors Global Equity) $0 - $25 million: 1.00% per annum (Global Value Advisors International Small Cap Equity and Emerging Markets Accounts) $25 million+: 0.90% per annum (Global Value Advisors International Small Cap Equity and Emerging Markets Accounts) $0 - $25 million: 1.00% per annum (Global Value Advisors Fund LP - Natural Resources Series A Limited Partner) $25 million - $50 million: 0.90% per annum (Global Value Advisors Fund LP - Natural Resources Series A Limited Partner) $0 - $25 million: 0.60% per annum (Eastern Shore U.S. Small Cap CIT Class M Units) No minimum stated+: 0.65% per annum (Eastern Shore U.S. Small Cap CIT Class A Units) No minimum stated+: 0.80% per annum (Eastern Shore U.S. Small Cap CIT Class B Units) No minimum stated+: Up to 1.00% per annum (MAP Portfolio Solutions Group Accounts)
20% performance fee on net gains exceeding benchmark for certain GVA Fund Series B Limited Partners and Series B in Natural Resources Fund.
Account minimum: $0 (no specific minimum stated in brochure, fees start from $0 assets) Fee-only: Advisory fees are charged as a percentage of assets under management; no commissions.
Winnetka, IL
Illinois
Moody Aldrich Partners, LLC
2023 - Present (3 years)
APS Labs, LLC
2019 - 2023 (4 years)
Belridge Capital, Llc
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Winnetka, IL
White Brook Capital
Series 63, Series 65
Glenview, IL
Echo Prudent Capital LLC
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
Series 65
Arlington Heights, IL
Carlisle Financial Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")