MOODY ALDRICH PARTNERS, LLC
C30
CRD 106920·SEC 801-32888·MARBLEHEAD, MA
AUM
$864.3M
$500M-$1B
Est. Revenue
$8.6M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $441.6M
'21 · $671.3M
'22 · $826.3M
'23 · $951.3M
'25 · $749.0M
'26 · $864.3M
'20'26
$441.6M → $864.3M▲ +96%
Client mix
| Other | 250 |
| Individuals High Net Worth | 94 |
| Individuals Other | 19 |
| Pooled Investment Vehicles | 4 |
| Charitable Organizations | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
6 advisors → 7 advisors▲ +17%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-03-062026-03-06 · 0001085146-26-000264
2025-03-252025-03-25 · 0001085146-25-001844
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
18 SEWALL STREETMARBLEHEAD, MA 01945
Business
18 SEWALL STREETMARBLEHEAD, MA 01945
Edgar Recent Filings
D/A2026-03-06 · 0001085146-26-000264
D/A2025-03-25 · 0001085146-25-001844