LEXION CAPITAL MANAGEMENT LP

Overview

Lexion Capital Management LP is an independent registered investment adviser operating as a limited partnership and registered with the SEC since 2012. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management across individual accounts and pooled vehicles. Lexion charges multiple fee types — percentage of AUM, hourly, fixed fees and performance-based fees — which aligns with its mix of separately managed accounts and at least one pooled investment vehicle. Investment activity is centered on publicly traded equities, with a clear preference for exchange-traded instruments. Lexion also allocates to third-party alternative managers — notably private placements, real estate and managed futures — and uses mutual funds as complementary holdings. The firm does not identify as an active ESG investor and appears focused on traditional equity exposure supplemented by alternative strategies and a small hedge fund it advises.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices