Firm profile

LEXINGTON HILL PARTNERS, LLC

DALLAS, TXCRD 301810Latest ADV March 27, 2026

Lexington Hill Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $278M in regulatory assets under management, 8 employees, and 259 accounts.

Assets Under Management
$278M
Employees
8
Offices
--
Total Clients
57
Primary office
DALLAS, TX
5949 SHERRY LANE, SUITE 1170, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOColesen C. Evans

Advisory services offered

3 types reported
Other advisory services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 93.0% of total clients.
Top client categories% of clientsClients
1
HNWI
93.0%
53
2
Individuals
5.3%
3
3
Charitable
1.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$278Mas of March 27, 2026
Discretionary94.6%
$263M
95% of total RAUM94.6%
Non-discretionary5.4%
$15M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$278M
Total Accounts259
10Y AUM Change+$108M (+63.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee7:1
10Y Employee Change+1 (+14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.