Lexington Hill Partners, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 301810
- Registered since
- July 24, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.56%
- Charitable Organizations4.97%
- Individuals0.47%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lexington Hill Partners, LLC is an independent registered investment adviser organized as an LLC and identified as a capital allocator that works with both individual/family and institutional clients. The firm charges a mix of asset-based fees and fixed fees and provides portfolio management for individuals and small businesses as well as manager selection services — it explicitly allocates client capital to third‑party managers. The firm does not present itself as an active ESG investor and lists no pension consulting or related‑adviser activity.
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
- Non-Exchange Traded Equities51%
- Cash & Cash Equivalents28%
- Exchange Traded Equities10%
- US Government Bonds7%
- State & Local Bonds3%
Contacts
3 of 6
Colesen Evans
DirectorCRD 4674496
Daniel Harper
Senior AnalystCRD 8212422
William Litton
PrincipalCRD 5197235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$169M in ETFs
98%
$165M
2%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $43M | 116,265 | 25.53% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5949 Sherry Ln
- Time zone
- CT (UTC-6)
- Office locations
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