MOODY, LYNN & LIEBERSON, LLC
CRD #106000 SEC #801-32571 BOSTON, MA 617-973-0590
SEC Registered Private Funds
Total AUM
$977.2M
Discretionary
$977.2M
Employees
10
Clients
11
Accounts
760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $977.2M | $977.2M | $0 | 10 | 600 |
| Mar 2016 | $961.8M | $961.8M | $0 | 10 | 600 |
| Dec 2015 | $961.8M | $961.8M | $0 | 10 | 600 |
| Oct 2015 | $1B | $1B | $0 | 10 | 600 |
| Mar 2015 | $1B | $1B | $0 | 10 | 600 |
| Mar 2014 | $997.1M | $997.1M | $0 | 10 | 600 |
| Mar 2013 | $827.3M | $827.3M | $0 | 8 | 600 |
| Mar 2012 | $805.8M | $805.8M | $0 | 6 | 400 |
| Dec 2011 | $839.7M | $839.7M | $0 | 6 | 500 |
| May 2011 | $839.7M | $839.7M | $0 | 10 | -- |
| Mar 2011 | $839.7M | $839.7M | $0 | 10 | -- |
| Mar 2010 | $855.3M | $855.3M | $0 | 10 | -- |
| Jan 2008 | $919.9M | $919.9M | $0 | 10 | -- |
| Mar 2007 | $919.9M | $919.9M | $0 | 10 | -- |
| Feb 2006 | $828.4M | $828.4M | $0 | 10 | -- |
DateMar 2016
Total AUM$977.2M
Discretionary$977.2M
Non-Disc.$0
Employees10
Clients600
DateMar 2016
Total AUM$961.8M
Discretionary$961.8M
Non-Disc.$0
Employees10
Clients600
DateDec 2015
Total AUM$961.8M
Discretionary$961.8M
Non-Disc.$0
Employees10
Clients600
DateOct 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients600
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients600
DateMar 2014
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees10
Clients600
DateMar 2013
Total AUM$827.3M
Discretionary$827.3M
Non-Disc.$0
Employees8
Clients600
DateMar 2012
Total AUM$805.8M
Discretionary$805.8M
Non-Disc.$0
Employees6
Clients400
DateDec 2011
Total AUM$839.7M
Discretionary$839.7M
Non-Disc.$0
Employees6
Clients500
DateMay 2011
Total AUM$839.7M
Discretionary$839.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$839.7M
Discretionary$839.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$855.3M
Discretionary$855.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$919.9M
Discretionary$919.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$919.9M
Discretionary$919.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$828.4M
Discretionary$828.4M
Non-Disc.$0
Employees10
Clients--