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LEXINGTON HILL PARTNERS, LLC
CRD 301810File 801-133945
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$278.4M
Below cohort median (national)
Discretionary AUM
$263.4M
Non-discretionary $15.0M
Clients
57
259 accounts
Employees
8
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 24, 2025
- Principal office
- 5949 SHERRY LANE, SUITE 1170, DALLAS, TX, 75225
- Phone
- 214-225-1891
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $278.4M
- Discretionary AUM
- $263.4M
- Non-discretionary AUM
- $15.0M
- Discretionary accounts
- 248
- Non-discretionary accounts
- 11
- Total accounts
- 259
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.8M |
| High net worth individuals | 53 | $263.3M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 52 | 57 | increased by5 |
| Apr 1, 2026 | AUM | $170,676,593 | $278,437,717 | increased by$107,761,124 |
| Apr 1, 2026 | Accounts | 220 | 259 | increased by39 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEXINGTON HILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEXINGTON HILL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.