Moody, Lynn, Lieberson & Walker, LLC
● SEC registered since 2016CRD 283549SEC# 801-107685Boston, MA
Ranks #1,988 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.41B
Fund GAV
$13.3M
Private funds
1
Employees
14
Accounts
1,056
Location
Boston, MA
Moody, Lynn, Lieberson & Walker, LLC assets under management
Moody, Lynn, Lieberson & Walker, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2016. It reports $2.4 billion in regulatory assets under management and employs 14 people. Moody, Lynn, Lieberson & Walker, LLC manages 1 private fund with combined gross assets of $13.3 million, including India Wharf LP. By regulatory assets, it ranks 1,988 of 6,004 private fund managers.
Moody, Lynn, Lieberson & Walker, LLC private funds
1 funds · $13.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| India Wharf LP | Other Private | $13.3M | $100K |
Moody, Lynn, Lieberson & Walker, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Gowell | Chief Compliance Officer | Under 5% | 2015 |
| David Elisha Walker Control | Managing Member | 10-25% | 2017 |
| Eric Ghafar Warasta | Member | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Moody, Lynn, Lieberson & Walker, LLC manage?
Moody, Lynn, Lieberson & Walker, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Moody, Lynn, Lieberson & Walker, LLC manage?
Moody, Lynn, Lieberson & Walker, LLC manages 1 private funds with combined gross assets of $13.3 million.
How many employees does Moody, Lynn, Lieberson & Walker, LLC have?
Moody, Lynn, Lieberson & Walker, LLC reports 14 employees.
Where is Moody, Lynn, Lieberson & Walker, LLC located?
Moody, Lynn, Lieberson & Walker, LLC is based in Boston, MA and has been SEC-registered since 2016.
Does Moody, Lynn, Lieberson & Walker, LLC disclose fund performance?
Moody, Lynn, Lieberson & Walker, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Beacon Street, Boston, MA 02108 |
| Phone | 617-973-0590 |
| Fax | 617-371-2610 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 938592 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.41B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$2.41Bregulatory AUM
Discretionary $2.41B
Service providers
Auditor
Prime broker