Investment adviser · CRD 106000

MOODY, LYNN & LIEBERSON, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$977M
Form ADV · Item 5.F
Client accounts
760
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INDIA WHARF LPOther Private Fund · Last reported Mar 29, 2016$14.9MGross asset value
Auditor EDELSTEIN & COMPANY, LLC BOSTON, Massachusetts, United States
Custodian STATE STREET BANK & TRUST QUINCY, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7762717698
Reported beneficial owners
20
Minimum commitment
$100K

Form ADV 990467 · Mar 29, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 29, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

ONE BOSTON PLACE
BOSTON, MA, 02108, United States

CRD 106000

Filing source

Form ADV 990467 · Mar 29, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.