Lexington Hill Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$264,596,242
Clients
56
Advisors
6
across 2 offices
About
Lexington Hill Partners advises individuals and high‑net‑worth families, including related trusts, corporate entities, and some businesses, providing discretionary investment management and a suite of limited consulting services. The firm maintains a concentrated client base (56 clients) and offers concierge‑level services such as personal budgeting, bookkeeping, trustee duties, philanthropy coordination, and estate planning facilitation under a Limited Consulting Agreement.
The firm’s investment approach emphasizes long‑term, low‑turnover portfolios built through asset allocation and diversification across ETFs, mutual funds, bonds, and alternative investments, with discretion to execute trades and the option to allocate to unaffiliated independent managers. Lexington Hill integrates ongoing monitoring, evaluates fund expense ratios and manager tenure in security selection, and performs initial and ongoing due diligence for private investment funds and other illiquid opportunities clients bring.
Distinctive features include formal family office–style consulting alongside investment management, active participation in due diligence for private equity, hedge funds, and other alternatives, and use of mutual funds (including Dimensional Fund Advisors) that are generally available only through investment advisers. The firm reports a relatively high assets‑under‑management per client, does not impose account minimums, and discloses custody‑related practices (such as use of client account logins for updating financial statements) that are subject to additional oversight.
Client services
Expertise
Occupation focus
Fee options
Limited Consulting Services fees charged quarterly in advance, negotiable, no minimum, based on estimated involvement and service complexity.
$0 - $1,000,000: 0.75% annually $1,000,001 - $5,000,000: 0.50% annually $5,000,001 - $25,000,000: 0.25% annually $25,000,001+: 0.15% annually
Main office
See office5949 Sherry Lane, Suite 1170
Dallas TX 75225
Advisors at this office
5
Offices (2)
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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