AdvisorCensus / Financial advisors / Texas / Dallas / Lexington Hill Partners, LLC
Lexington Hill Partners, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Lexington Hill Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Lexington Hill Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Lexington Hill Partners, LLC located?
Lexington Hill Partners, LLC's principal office is in Dallas, TX, according to its Form ADV.
Is Lexington Hill Partners, LLC registered with the SEC or a state?
Lexington Hill Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 301810.
How much does Lexington Hill Partners, LLC manage?
Lexington Hill Partners, LLC reports $278,437,717 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).
How have Lexington Hill Partners, LLC's assets and staff changed since 2025?
In the Form ADV data for Lexington Hill Partners, LLC: Regulatory assets under management: $170,676,593 in the October 2025 data and $278,437,717 in the October 2026 data, up 63%. Total employees: 7 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lexington Hill Partners, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (3); charitable organizations (1).
Which custodians does Lexington Hill Partners, LLC use?
Lexington Hill Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Lexington Hill Partners, 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/301810
Does Lexington Hill Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Lexington Hill does not impose account minimums."
What changed in Lexington Hill Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $170,676,593 to $278,437,717 (+63%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Lexington Hill does not impose account minimums.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$278,437,717 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $278,437,717 | 8 | March 27, 2026 |
| October 2025 | $170,676,593 | 7 | July 2, 2025 |
Regulatory assets under management: $170,676,593 in the October 2025 data and $278,437,717 in the October 2026 data, up 63%.
Total employees: 7 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $170,676,593 to $278,437,717 (+63%).
- February 2026
- Registered or notice-filed in VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lexington Hill Partners, LLC (CRD 301810): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lexington-hill-partners-llc-dallas-tx-301810