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 a small SEC-registered investment adviser organized as an LLC and registered in 2025. The firm identifies as a capital allocator serving both individual/family and institutional clients. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting outside managers, and fees are charged as a percentage of assets under management and, in some cases, as fixed fees. The firm does not describe itself as an ESG-focused investor and is not operating as a multistate adviser per its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6COLESEN 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 39Active vs passive
$145M in ETFs
97%
$141M
3%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-EXEMPT BOND INDEX FUND (VTEB) | Vanguard | Passive | Muni National Interm | $36M | 721,059 | 24.78% |
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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