LEXINGTON ADVISORS LLC

RIASEC RegisteredEst. 1996
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$177M
Accounts
15
Employees
171
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
107364
Registered since
May 13, 1996
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles50.54%
  • Investment Companies49.46%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lexington Advisors LLC is a privately structured investment manager organized as an LLC and registered with the SEC since 1996. The firm operates primarily for institutional clients and is organized around private fund strategies rather than acting as a pure capital allocator. Its business activities include commodity pool operator/commodity trading advisor (CPO/CTA) functions and serving as sponsor/GP or managing member for pooled investment vehicles. Lexington provides portfolio management for investment companies and pooled vehicles and also performs selection-of-other-advisers work, indicating a mix of direct management and manager selection responsibilities. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with its role running private funds and managed vehicles. The firm identifies itself as an active ESG investor, which is reflected in its adviser and manager-selection activities.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • JASON KAHN

    Managing Director, General CounselCRD 6931026

  • WILSON WARREN

    Partner, PresidentCRD 5316594

  • THOMAS GIANNETTI

    PartnerCRD 1318542

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth