LEXINGTON CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2025
Total AUM
$153M
Discretionary
$153M
100% of AUM
Avg account
$17M
Accounts
9
Employees
9
Advisory reps
3

Firm details

Headquarters
LAKEWOOD, New Jersey
CRD number
292364
Registered since
April 21, 2025
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.65%
  • Corporations / Businesses11.35%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lexington Capital Management LP is a hedge fund organized as a limited partnership that serves institutional clients. The firm is structured to provide portfolio management for pooled investment vehicles and for businesses or institutions and operates in a capacity consistent with CPO/CTA activities. Lexington charges a mix of asset-based fees and performance fees. It is SEC-registered (2025) and identifies as neither an active ESG investor nor a multi-state adviser. Ownership is reported as a combination of a domestic entity and an individual, and the firm functions as an adviser/sponsor and managing member for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 99%, Derivatives 1%99%
  • Cash & Cash Equivalents99%
  • Derivatives1%

Owners & executives

2 of 2
  • YITZCHAK BERGER

    CFO & CCOCRD 6906748

  • JOSEPH SHIFFMAN

    Chief Financial OfficerCRD 5451592

Contacts

1 of 1
  • JOEL WOLHENDLER

    Senior Portfolio ManagerCRD 6652876

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

LAKEWOOD, NJ

OCEAN

Location

LAKEWOOD, NJ

Headquartered in LAKEWOOD, NJ, 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
OCEAN
Address
211 Boulevard of Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth