Crozet, VA Office

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.