Lexington Hill Partners, LLC

RIASEC & State Registered
Total AUM
$278M
Discretionary
$263M
95% of AUM
Avg account
$1.1M
Accounts
259
Employees
8
Advisory reps
6

Firm details

Headquarters
Dallas, Texas
CRD number
301810
Registered since
July 24, 2025
Website
www.lexingtonhillpartners.com
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

FINTRX

Overview

Lexington Hill Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC-registered (2025) and provides discretionary portfolio management for individuals and small businesses along with manager selection services, indicating a mix of direct portfolio construction and third-party fund selection. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 51%, Cash & Cash Equivalents 28%, Exchange Traded Equities 10%, US Government Bonds 7%, State & Local Bonds 3%, Other 1%51%
  • Non-Exchange Traded Equities51%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities10%
  • US Government Bonds7%
  • State & Local Bonds3%

Contacts

3 of 6

  • William Litton

    PrincipalCRD 5197235

  • Colesen Evans

    Colesen Evans

    DirectorCRD 4674496

  • Ansley Bridges

    Ansley Bridges

    Senior AssociateCRD 7388924

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$176M in ETFs

Passive

98%

$172M

Active

2%

$3.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$50.2M134,06328.49%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth