Moody Aldrich Partners, LLC

Moody Aldrich Partners, LLC provides discretionary and non‑discretionary investment management to high‑net‑worth individuals, employee benefit plans, foundations, endowments, other institutions and, notably, state and municipal clients through separately managed accounts, unified managed account models, wrap program sub‑advisory relationships, a collective investment trust, and commingled private funds. The firm’s investment offerings are delivered through three boutique divisions that manage U.S. small‑cap, global/international value, and sector‑focused equity strategies for both individual and pooled vehicles.

The firm combines bottom‑up fundamental research with quantitative screening and risk management to construct focused, value‑oriented portfolios across small‑ and mid‑capitalization and international universes, and it permits reasonable client‑directed restrictions on accounts. Moody Aldrich also pursues an entrepreneurial manager‑development approach—providing seed capital, lift‑outs, joint ventures and operational support to niche managers—and offers model portfolios to program sponsors rather than ongoing suitability monitoring for retail clients.

What distinguishes the firm from many peers is its active role as a fund sponsor and general partner (through its Global Value Advisors fund series and affiliated MAP Funds Management/MAP Partners entities), its management of pooled vehicles including a CIT and private funds with performance‑fee provisions, and its network of related firms that includes a private credit affiliate and an ownership interest linked to an electricity trading vehicle. The firm publishes fee‑tier and early‑adopter arrangements for its GVA strategies and operates multiple affiliated investment entities that create operational links between advisory, fund‑sponsorship, and private investment activities.