Investment adviser · CRD 283549

MOODY, LYNN, LIEBERSON & WALKER, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $2.41B
Client accounts: 1,056
Employees: 14
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	503	$2,145,576,078	89.0%
Charities	33	$126,903,317	5.3%
Retirement plans	13	$124,817,401	5.2%
Pooled investment vehicles	1	$13,267,605	0.6%

Filing source

Form ADV 2049075 · Mar 25, 2026 · Item 5.D

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

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 25, 2026$13.3MGross asset value

Auditor EISNER AMPER LLP BOSTON, Massachusetts, United States

Custodian FNZ TRUST COMPANY - A VENTURE WITH STATE STREET BOSTON, Massachusetts, United States Related to adviser: No

Prime broker COWEN PRIME SERVICES LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES INC. NEW YORK, New York, United States

Prime broker PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States

Prime broker WELLS FARGO SECURITIES INC. SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EISNER AMPER LLP
PCAOB 274

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

J.P. MORGAN SECURITIES INC.
CRD 18718 · SEC 8-36950

PIPER SANDLER & CO.
CRD 665 · SEC 8-15204

WELLS FARGO SECURITIES INC.
CRD 17438 · SEC 8-35225

Fund details & source

Fund ID: 805-7762717698
Reported beneficial owners: 7
Minimum commitment: $100K

Form ADV 2049075 · Mar 25, 2026 · 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 25, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets

Principal office

ONE BEACON STREET
BOSTON, MA, 02108, United States

CRD 283549

Filing source

Form ADV 2049075 · Mar 25, 2026 · 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.