# MOODY, LYNN & LIEBERSON, LLC

MOODY, LYNN & LIEBERSON, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106000
- Type: SEC-registered investment adviser
- SEC file number: 801-32571
- 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 | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| INDIA WHARF LP | Other Private Fund | — | 20 | $14.9M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106000/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106000/similar
- Related entities: https://search.stillhousedata.com/firm/106000/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106000

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.