| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| India Wharf LP | Other Private | $14.4M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Gowell | Chief Compliance Officer | Under 5% | 2015 |
| David Elisha Walker Control | Managing Member | 10-25% | 2017 |
| Martin Worthington Lynn Control | Member | 25-50% | 2015 |
Moody, Lynn, Lieberson & Walker, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
Moody, Lynn, Lieberson & Walker, LLC manages 1 private funds with combined gross assets of $14.4 million.
Moody, Lynn, Lieberson & Walker, LLC reports 14 employees.
Moody, Lynn, Lieberson & Walker, LLC is based in Boston, MA and has been SEC-registered since 2016.
Moody, Lynn, Lieberson & Walker, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Boston Place, Boston, MA 02108 |
| Phone | 617-973-0590 |
| Fax | 617-371-2610 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 938592 |
| Discloses disciplinary history | No |
| Discretionary | $2.19B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.19B |