Moody LYNN & Lieberson is a fund manager in Boston with $1.83 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Industry
Former names
Moody LYNN & Co, Moody LYNN & Lieberson, Inc.
SEC CIK
IRS number
474400544
SEC advisor number
801-107685
FINRA CRD number
283549
AUM ?
$1.83 bn
(as of 29 Mar 22)
Accounts
887
(as of 29 Mar 22)
Employees
13
(8 investment advisory or research)
Address
Moody LYNN & Lieberson
ONE BOSTON PLACE
BOSTON
MA 02108
ONE BOSTON PLACE
BOSTON
MA 02108
Office hours
Monday - Friday, 9AM - 5PM
Phone
6179730590
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Moody, Michael, Macleod | Member | 07/2015 | 25-50% |
Lynn, Martin, Worthington | Member | 07/2015 | 25-50% |
Lieberson, Robert, Alan | Managing Member | 07/2015 | 10-25% |
Gowell, Brian, David | Chief Compliance Officer | 07/2015 | < 5% |
Walker, David, Elisha | Managing Member | 02/2017 | 10-25% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Moody, Lynn & Lieberson, LLC | $1.83 bn | |
India Wharf LP | $15.60 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21