Advisor at Moody Aldrich Partners, LLC
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Firm
Moody Aldrich Partners, LLC
Location
Marblehead, MA 01945
Credentials
CFA®, Series 63
Industry experience
30 years
William Moody is a CFA® charterholder with 30 years of industry experience. He has been with Moody Aldrich Partners, LLC since 1988. Moody Aldrich Partners, LLC provides discretionary and non-discretionary investment management to high-net-worth individuals, institutions, and state and municipal clients through various separately managed accounts and pooled investment vehicles. The firm employs a value-oriented investment approach combining fundamental research and quantitative screening, and it is notable for its active role as a fund sponsor and general partner across multiple affiliated 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.
18 Sewall Street
Marblehead, MA 01945
Massachusetts
Moody Aldrich Partners, LLC
1988 - Present (38 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.
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