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Dallas, TX Office

Team
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Lexington Hill Partners, LLC logo

Lexington Hill Partners, LLC

Team

Firm-wide stats for Lexington Hill Partners, LLC

Total advisors

6

Across 2 offices

Clients per advisor

9 Very Low

Avg AUM per client

$4,724,933 Very High

HNW client ratio

95% Very High

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.

Based on Lexington Hill Partners, LLC

Expertise

Wealth management Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting

Based on Lexington Hill Partners, LLC

Occupation focus

Founder/Business Owner Retired

Based on Lexington Hill Partners, LLC

Location

5949 Sherry Lane, Suite 1170

Dallas TX 75225

Advisors at this office

5

Advisors at this office

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Ansley B

Series 65

Dallas, TX

Lexington Hill Partners, LLC

Ansley Bridges is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and has four years of industry experience. Prior to joining Lexington Hill Partners in 2023, Bridges worked at The Welch Group, LLC and PriceWaterhouseCoopers. Lexington Hill Partners advises individuals and high-net-worth families, including trusts and corporate entities, providing discretionary investment management alongside limited consulting services such as personal budgeting, trustee duties, philanthropy coordination, and estate planning facilitation. The firm focuses on long-term, low-turnover portfolios with a diversified asset allocation and offers formal family office–style consulting and due diligence on private equity and alternative investments.

Wealth management Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Retired
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William L

Series 63, Series 65

Dallas, TX

Lexington Hill Partners, LLC

William Litton is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Lexington Hill Partners since 2019 and previously at Cypress Point Wealth Management LLC from 2014 to 2019. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, diversified portfolios with discretionary management and offers concierge-style consulting for complex family financial needs.

Wealth management Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Retired
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Colesen E

Series 65

Dallas, TX

Lexington Hill Partners, LLC

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and eight years of industry experience. Prior to joining Lexington Hill Partners in 2019, he worked at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Wealth management Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Retired
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Daniel H

Series 65

Dallas, TX

Lexington Hill Partners, LLC

Daniel Harper is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation. He has been with Lexington Hill Partners since 2022 and has no prior industry experience before joining the firm. Lexington Hill Partners provides wealth management and investment advisory services primarily to individuals and high-net-worth families. The firm emphasizes long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Wealth management Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Samuel W

Series 65

Dallas, TX

Lexington Hill Partners, LLC

Samuel Whitney is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Lexington Hill Partners in 2023, he worked at PGT Industries and was affiliated with Furman University. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, managing approximately $170.7 million across a small client roster. The firm focuses on long-term, low-turnover portfolios using diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Wealth management Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Retired
View complete list of advisors at this office
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