LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

Overview

Lexington Financial/Life Management, LLC is a Delaware limited liability company that registered with the SEC in 2024 and positions itself as a capital allocator to both individuals/families and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and also selects third‑party advisers, indicating a mix of direct portfolio management and manager‑of‑managers activity. Its fee arrangements include both a percentage of AUM and fixed fees. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser. Ownership is a mix of a domestic entity and an individual. Classification on the snapshot is listed as unclassified, which suggests it operates with a compact, bespoke client focus rather than under a larger broker/dealer or wirehouse umbrella.

Assets & Accounts

Public Holdings

Investments & Alternatives