# Lexington Avenue Capital Management, LLC

> Lexington Avenue Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 167834
- Filed as: LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167834
- AdvisorCensus page: https://advisorcensus.com/firm/lexington-avenue-capital-management-llc-167834

## Quick answers

**How is Lexington Avenue Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lexington Avenue Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Lexington Avenue Capital Management, LLC registered with the SEC or a state?**
Lexington Avenue Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 167834.

**How much does Lexington Avenue Capital Management, LLC manage?**
Lexington Avenue Capital Management, LLC reports $164,229,570 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (93% discretionary).

**How have Lexington Avenue Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Lexington Avenue Capital Management, LLC: Regulatory assets under management: $118,503,178 in the October 2022 data and $164,229,570 in the October 2026 data, up 39%. Total employees: 5 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lexington Avenue Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Lexington Avenue Capital Management, LLC use?**
Lexington Avenue Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lexington Avenue Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167834

**Does Lexington Avenue Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "We do not have a minimum account size."

**What changed in Lexington Avenue Capital Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> We do not have a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $164,229,570
- Discretionary: $153,150,265
- Non-discretionary: $11,079,305

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $19,508,420 |
| High net worth individuals | 21 | $54,345,860 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $11,079,305 |
| Corporations or other businesses not listed above | 1 | $79,295,985 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lexingtonave.com](https://lexingtonave.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $118,503,178 | 5 | March 15, 2022 |
| October 2023 | $105,126,434 | 3 | April 14, 2023 |
| October 2024 | $123,482,921 | 4 | February 16, 2024 |
| October 2025 | $144,311,665 | 3 | February 3, 2025 |
| October 2026 | $164,229,570 | 3 | August 7, 2026 |

Regulatory assets under management: $118,503,178 in the October 2022 data and $164,229,570 in the October 2026 data, up 39%.
Total employees: 5 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $144,311,665 to $164,229,570 (+14%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lexington Avenue Capital Management, LLC (CRD 167834): Form ADV filing data as of October 2026.