MOODY, LYNN, LIEBERSON & WALKER, LLC
CRD #283549 SEC #801-107685 BOSTON, MA 617-973-0590
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
14
Clients
26
Accounts
1,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.2B | $2.2B | $0 | 14 | 0 |
| Mar 2025 | $2.2B | $2.2B | $0 | 14 | 0 |
| Nov 2024 | $1.6B | $1.6B | $0 | 13 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 13 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 13 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 12 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 12 | 0 |
| Jan 2023 | $1.8B | $1.8B | $0 | 13 | 0 |
| Mar 2022 | $1.8B | $1.8B | $0 | 13 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 13 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 13 | 0 |
| Apr 2020 | $1.4B | $1.4B | $0 | 13 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 12 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 12 | 0 |
| Sep 2017 | $1B | $1B | $0 | 11 | 600 |
| Mar 2017 | $1B | $1B | $0 | 11 | 600 |
| Apr 2016 | $977.2M | $977.2M | $0 | 10 | 600 |
DateApr 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients0
DateJan 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients600
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients600
DateApr 2016
Total AUM$977.2M
Discretionary$977.2M
Non-Disc.$0
Employees10
Clients600