Lexington Avenue Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167834
- Registered since
- March 31, 2022
- Website
- lexingtonave.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses48.28%
- HNWI33.09%
- Individuals11.88%
- Pension & Profit Sharing Plans6.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lexington Avenue Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible: the firm charges percentage-of-AUM fees and may also bill hourly or with fixed fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Charles Lee
Chief StrategistCRD 5632507
Contacts
2 of 2
Larry Luxenberg
Founder and PrincipalCRD 4645902
Seth Luxenberg
Investment Adviser RepresentativeCRD 7686962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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