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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOWELL, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIEBERSON, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| LIEBERSON, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| LIEBERSON, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| LIEBERSON, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| LIEBERSON, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| LIEBERSON, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| LIEBERSON, ROBERT, ALAN | I | PARTNER & CHIEF FINANCIAL OFFICER | NA | Control |
| LIEBERSON, ROBERT, ALAN | I | PARTNER & CHIEF FINANCIAL OFFICER | NA | Control |
| LIEBERSON, ROBERT, ALAN | I | PARTNER & CHIEF FINANCIAL OFFICER | NA | Control |
| LIEBERSON, ROBERT, ALAN | I | PARTNER & CHIEF FINANCIAL OFFICER | NA | Control |
| LIEBERSON, ROBERT, ALAN | I | PARTNER & CHIEF FINANCIAL OFFICER | NA | Control |
| LIEBERSON, ROBERT, ALAN | I | PARTNER & CHIEF FINANCIAL OFFICER | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | SR. VICE PRESIDENT, DIRECTOR, PORT. MGR. | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | SR. VICE PRESIDENT, DIRECTOR, PORT. MGR. | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | SR. VICE PRESIDENT, DIRECTOR, PORT. MGR. | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | SR. VICE PRESIDENT, DIRECTOR, PORT. MGR. | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | SR. VICE PRESIDENT, DIRECTOR, PORT. MGR. | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | SR. VICE PRESIDENT, DIRECTOR, PORT. MGR. | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| LYNN, MARTIN, WORTHINGTON | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | PRESIDENT, TREASURER, DIRECTOR | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MOODY, MICHAEL, MACLEOD | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| MOODY LYNN BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
| LYNN, MARTIN, WORTHINGTON | I | MEMBER | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MEMBER | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MEMBER | C | Control |
| MOODY, MICHAEL, MACLEOD | I | MEMBER | C | Control |
| MOODY, MICHAEL, MACLEOD | I | MEMBER | C | Control |
| MOODY, MICHAEL, MACLEOD | I | MEMBER | C | Control |
| LIEBERSON, ROBERT, ALAN | I | MEMBER | B | Control |
| LIEBERSON, ROBERT, ALAN | I | MEMBER | B | Control |
| LIEBERSON, ROBERT, ALAN | I | MEMBER | B | Control |
| MOODY LYNN BUSINESS TRUST | DE | MEMBER | A | Control |
| MOODY LYNN BUSINESS TRUST | DE | MEMBER | A | Control |
| MOODY LYNN BUSINESS TRUST | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | D | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | D | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| MOODY, MICHAEL, MACLEOD | I | MOODY LYNN BUSINESS TRUST | D | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
| LYNN, MARTIN, WORTHINGTON | I | MOODY LYNN BUSINESS TRUST | C | Control |
Registrations
Federal
IA
Mar 29, 2016 REGISTERED
Notice Filings (16)
CA CO CT FL GA MA MD ME NH NJ NY PA RI SC TX VT
Address
ONE BOSTON PLACEBOSTON, MA 02108
United States
Phone: 617-973-0590