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⚲
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| Moody Lynn Lieberson & Walker LLC
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| |
|---|---|
| CRD # | 283549 |
| SEC # | 801-107685 |
| CIK # | 0000938592 |
| AUM | $1.6 BB (2024-03-27) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 617-973-0590 |
| Address | One Boston Place Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 103.8 | |
| AVGO | 201,282.9 | 93.2 | |
| MSFT | 1,918,222.4 | 87.1 | |
| LLY | 301,789.7 | 82.8 | |
| GOOGL | 1,475,138.5 | 72.5 | |
| AAPL | 2,382,844.0 | 64.3 | |
| AMZN | 1,092,997.8 | 42.1 | |
| JPM | 340,169.2 | 39.1 | |
| WM | 61,816.0 | 38.7 | |
| MA | 309,583.1 | 34.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | India Wharf LP | 2011-12-14 | 13.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 547 | 1,427.6 |
| (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 | 13.2 |
| (g) Pension and profit sharing plans | 14 | 89.8 |
| (h) Charitable organizations | 31 | 78.5 |
| (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 | 976 | 1,609.1 |
| By Discretionary | ||
| Discretionary | 976 | 1,609.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 976 | 1,609.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.5 | |
| United States Persons | 1,590.6 | |
| Total | 976 | 1,609.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000938592] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Keebeck Partners LLC
✚
|
IL | 1.6 |
|
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |
|
AMI Asset Management Corp
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CA | 1.6 |
|
Crewe Advisors LLC
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UT | 1.6 |
|
Transamerica Financial Advisors Inc
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FL | 1.6 |
|
Pembroke Management Ltd
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|
1.6 | |
|
Nadler Financial Group Inc
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|
IL | 1.6 |
|
Private Wealth Asset Management LLC
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|
NE | 1.6 |
|
Greenline Partners LLC
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|
NY | 1.6 |
|
Albion Management Group
✚
|
UT | 1.6 |