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Lexington Avenue Capital Management, LLC

Lexington Avenue Capital Management, LLC. CRD 167834

Lexington Avenue Capital Management, LLC logo

CRD: 167834

Lexington Avenue Capital Management, LLC

NEW City, NY
8457085306
lexingtonave.com
$164.2M Total AUM
$153.2M Disc. AUM
17.1% 3Y CAGR
3 Employees
75 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Optima valueAlpha frontier +more
Established Date
10-04-2013
Office Locations
3

Office Locations

-- Decatur GA
-- NEW City NY
-- Redwood City CA

About Lexington Avenue Capital Management, LLC

Lexington Avenue Capital Management is a fiduciary wealth manager serving individuals and families with long-term, goals-based portfolio management plus comprehensive financial and retirement planning. The team brings decades of institutional money-management experience and emphasizes disciplined, customized portfolios over one-size-fits-all robo or target-date approaches. Custody includes Charles Schwab.

Team overview

67 AVG AGE
$54.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
7.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Accredited Investors

Prime pathway

Asset Classes

Catalyst Peak quantum Value Ridge insight

Client Personas

Vector Focus

Custodian

Radial Pioneer Legacy radial Beacon Harbor meridian Crest Oak eagle Summit Element Alpha Catalyst Timber oak Harbor foundation Horizon Harbor Unison Oak Oak

Fund Managers

Value

Investment Themes

Pioneer

Investment Vehicles

Signal

Platform

Radial zenith Vertex wave

Services

Oak legacy North Delta Fusion Value Vital capital Pathway Pathway zenith

Technology

Zenith Vital Radial Frontier harbor

Owner & Executives

LARRY LUXENBERG

LARRY LUXENBERG

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#4645902
Ownership
75% or more
(342) 533-1466
glacier.eagle@fusioncapital.com
in linkedin.com/in/alpha-vector
S

SETH JASON LUXENBERG

Investment Adviser Representative

CRD
#7686962
Ownership
10% but less than 25%
(528) 557-2462
north.ridge@foundationcapital.com
in linkedin.com/in/catalyst-radial

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Contacts

CHARLES PHILIP LEE

CHARLES PHILIP LEE

Principal

CRD
#5632507
(787) 657-1997
bridge.element@catalystcapital.com
in linkedin.com/in/harbor-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
04-14-2023
02-16-2024
11-25-2025
03-06-2026
Category Assets AVG. Account size
Discretionary $153,150,265 $640,796
Non-Discretionary $11,079,305 $1,846,551
Total $164,229,570 $670,325

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Separately Managed Accounts

Total SMA Asset: $164,229,570

$164.2M Total SMA
Public Funds:
62.6%
Equity - Exchange:
37.4%
Asset class Assets Assets %
Public Funds $2,121,101,409 62.6%
Equity - Exchange $1,267,239,500 37.4%
Total $3,388,340,909 100.0%

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