MOODY, LYNN & LIEBERSON, LLC
MOODY, LYNN & LIEBERSON, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 106000). Regulatory assets under management: $977.2M.
Registration
- CRD: 106000
- SEC file number: 801-32571
- Type: Registered investment adviser
- Location: ONE BOSTON PLACE, BOSTON, MA, 02108
- Phone: 617-973-0590
- Latest filing: 2016-03-29
- Regulatory AUM: $977.2M
- Discretionary AUM: $977.2M
- Clients: 10
- Accounts: 760
Officers, owners & control persons (6)
| Name | Role | Location |
|---|
| MOODY MICHAEL MACLEOD | CHAIRMAN & CHIEF INVESTMENT OFFICER; EQUITY OWNER, TRUSTEE; EQUITY OWNNER (+3 more) | — |
| LYNN MARTIN WORTHINGTON | EQUITY OWNER; EQUITY OWNER, TRUSTEE; MEMBER (+3 more) | — |
| LIEBERSON ROBERT | MANAGING DIRECTOR | — |
| GOWELL BRIAN DAVID | CHIEF COMPLIANCE OFFICER | — |
| KLAIMAN VALERIE BABE | MANAGING DIRECTOR | — |
| LIEBERSON ROBERT ALAN | MEMBER; PARTNER & CHIEF FINANCIAL OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| INDIA WHARF LP | Other Private Fund | — | 20 | $14.9M | $100K |
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