SEC Form ADV · CIK 938592

MOODY, LYNN, LIEBERSON & WALKER, LLC

Registered Investment AdviserMA
$2.4B
Assets Under Management
14
Employees
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Registration Details

CIK
938592
Accession
crd-283549
Location
BOSTON, MA
Filing Date
March 25, 2026
AUM
$2.4B
Institutional Clients
47
Employees
14
Amendment
No

Client Types

HNW IndividualsPooled Investment VehiclesPension PlansCharitable Organizations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $13.3M in combined gross assets.

  • INDIA WHARF LPOther Private Fund$13.3M

About this Adviser

MOODY, LYNN, LIEBERSON & WALKER, LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $2.4B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.