Allocator Index · CRD 283549

MOODY, LYNN, LIEBERSON & WALKER, LLC

Boston, MA · 617-973-0590 · moodylynn.com

SEC IAPD record ↗

Fit score

82

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw_majority+8
  • employees 3-60+8

HNW clients

503

Other individuals

0

HNW assets

$2.15B

Total AUM

$2.41B

Employees

14

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
INDIA WHARF LPOther Private Fund$13.3M