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

Clients

Accounts

1,011

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 2, 2025
Branch Offices: 0

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
GOWELL, BRIAN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
GOWELL, BRIAN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
GOWELL, BRIAN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
MOODY, LYNN BUSINESS TRUST	DE	MEMBER	NA	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	Control
LYNN, MARTIN, WORTHINGTON	I	MEMBER	C	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
MOODY, MICHAEL, MACLEOD	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
MOODY, MICHAEL, MACLEOD	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
MOODY, MICHAEL, MACLEOD	I	MEMBER	C	Control
MOODY, MICHAEL, MACLEOD	I	MEMBER	C	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	C	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	C	Control
LIEBERSON, ROBERT, ALAN	I	MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	B	Control
LIEBERSON, ROBERT, ALAN	I	MANAGING MEMBER	B	Control
MOODY, MICHAEL, MACLEOD	I	MEMBER	B	Control
MOODY, MICHAEL, MACLEOD	I	MEMBER	B	Control
MOODY, MICHAEL, MACLEOD	I	MEMBER	B	Control
MOODY, MICHAEL, MACLEOD	I	MEMBER	B	Control
MOODY, MICHAEL, MACLEOD	I	MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
WALKER, DAVID, ELISHA	I	MANAGING MEMBER	B	Control
MOODY, LYNN BUSINESS TRUST	DE	MEMBER	A	Control
WALKER, DAVID, ELISHA	I	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
MOODY, MICHAEL, MACLEOD	I	MOODY, LYNN BUSINESS TRUST	D	Control
MOODY, MICHAEL, MACLEOD	I	MOODY, LYNN BUSINESS TRUST	D	Control

Registrations

Federal

Apr 2, 2025 REGISTERED

Notice Filings (17)

CA CO CT FL GA LA MA MD ME NH NJ NY PA RI SC TX VT

Address

ONE BOSTON PLACE
BOSTON, MA 02108
United States

Phone: 617-973-0590