Lexington Avenue Capital Management, LLC

Overview

Lexington Avenue Capital Management, LLC is an independent registered investment adviser that directs client portfolios toward public funds and select third-party alternative managers. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting, operating under a mixed billing model that includes percentage-of-AUM fees plus hourly and fixed-fee options. Lexington Avenue Capital Management, LLC does not characterize itself as an active ESG investor and is not structured as a capital allocator; instead it integrates outside hedge fund and real estate managers alongside a heavy allocation to mutual funds. Investment activity shows a preference for pooled public vehicles as the core of client programs, supplemented by allocations to alternative strategies when appropriate. The firm’s model suggests a primary focus on fee-for-service wealth management for individual and family clients, with institutional relationships on the side, using third-party managers for nontraditional exposures rather than sponsoring proprietary alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices