Overview
Assets Under Management: $88 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 68
Average Client Assets: $1.2 million
Frequently Asked Questions
LEXION CAPITAL MANAGEMENT LP 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 #153273), LEXION CAPITAL MANAGEMENT LP is subject to fiduciary duty under federal law.
LEXION CAPITAL MANAGEMENT LP is headquartered in NEW YORK, NY.
LEXION CAPITAL MANAGEMENT LP serves 68 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, LEXION CAPITAL MANAGEMENT LP offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LEXION CAPITAL MANAGEMENT LP manages $88 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, LEXION CAPITAL MANAGEMENT LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.49%
Average Client Assets: $1.2 million
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 153273
Filing ID: 2081394
Last Filing Date: 2026-03-27 17:04:20