Boston, MA One Boston Place Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moody, Lynn, Lieberson & Walker, LLC
Team
Firm-wide stats for Moody, Lynn, Lieberson & Walker, LLC
Clients per advisor
63 TypicalAvg AUM per client
$4,265,559 Very HighHNW client ratio
100% Very HighAbout
The firm provides investment counseling and portfolio management to individuals, families, trusts, and select institutional accounts, and also acts as investment manager for private investment funds. It operates pooled vehicles through an affiliated general partner, with participation in at least one limited partnership limited to qualified investors (minimum investment disclosed in the partnership documents).
MLLW employs a multi-factor, global approach across equities and fixed income, emphasizing high-quality growth companies in concentrated equity sleeves (typically 25–35 positions) and shorter- to intermediate-duration, investment-grade bonds for capital preservation. Investment decisions are made collectively by an internal investment committee and implemented by a team with long industry tenure in an employee-owned structure.
What distinguishes the firm from many multi-team peers is its role as a private fund adviser and fund sponsor/syndicator, actively managing pooled vehicles in addition to individual accounts. The firm also documents additional governance for pooled vehicles — including independent audits and surprise examinations — and discloses practices such as centralized proxy-voting procedures and use of soft-dollar research arrangements.
Based on Moody, Lynn, Lieberson & Walker, LLC
Expertise
Based on Moody, Lynn, Lieberson & Walker, LLC
Location
One Boston Place
Boston MA 02108
Advisors at this office
1
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