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⚲
|
| Moody Lynn & Lieberson LLC
✚
|
|
|---|---|
| CRD # | 283549 |
| SEC # | 801-107685 |
| CIK # | 0000938592 |
| AUM | $1.5 BB (2023-03-30) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 617-973-0590 |
| Address | One Boston Place Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | India Wharf LP | 2011-12-14 | 15.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 443 | 1,634.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.6 |
| (g) Pension and profit sharing plans | 17 | 87.5 |
| (h) Charitable organizations | 31 | 92.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 887 | 1,829.5 |
| By Discretionary | ||
| Discretionary | 887 | 1,829.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 887 | 1,829.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.8 | |
| United States Persons | 1,806.7 | |
| Total | 887 | 1,829.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000938592] |
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