The MOODY ALDRICH GROUP is a privately held investment adviser that advises $744.7mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. MOODY ALDRICH GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 19.96% over the last 5-years.
The Group has been registered with the SEC for 37.9 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 18 SEWALL STREET, MARBLEHEAD, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 18 employees comprised of 8 investment and 10 non-investment staff. The total number of Employees increased by 5.88% over the last 5-years.
Their $744.7mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $281.51mn or 37.8% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $254.78mn or 34.21% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Fund of Funds and Infrastructure, representing 82.03%, 10.12% and 7.85% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MOODY ALDRICH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.