Overview
Assets Under Management: $164 million
High-Net-Worth Clients: 21
Average Client Assets: $2.6 million
Frequently Asked Questions
LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167834), LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC serves 21 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC manages $164 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.09%
Average Client Assets: $2.6 million
Total Client Accounts: 245
Discretionary Accounts: 239
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 167834
Filing ID: 2050052
Last Filing Date: 2026-03-06 11:59:30