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Lexington Hill Partners, LLC

Lexington Hill Partners, LLC. CRD 301810

Lexington Hill Partners, LLC logo

CRD: 301810

Lexington Hill Partners, LLC

Dallas, TX, 75225
2142251891
www.lexingtonhillpartners.com
$278.4M Total AUM
$263.4M Disc. AUM
-- 3Y CAGR
8 Employees
79 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
American Funds · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
06-12-2019
Office Locations
2

Office Locations

5949 Sherry Lane Suite 1170 Dallas TX
-- Crozet VA

About Lexington Hill Partners, LLC

Lexington Hill Partners is a Dallas-based RIA serving retail investors with investment planning and portfolio construction, complemented by estate planning and insurance guidance. Portfolios use ETFs and mutual funds alongside fixed income and select alternative exposures (e.g., hedge funds, private equity, real estate). Firm runs on the Black Diamond platform and custodies with Schwab and Fidelity/NFS.

Team overview

32 AVG AGE
$46.4M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
3.2 yrs AVG TENURE
8 Employees
6 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Meridian Element Zenith beacon Insight Legacy prime Value peak Vector horizon

Investment Themes

Capital vital Eagle

Investment Vehicles

Foundation Ridge

Platform

Catalyst

Services

Beacon signal Value unison Meridian radial Meridian optima

Owner & Executives

COLESEN CRAIG EVANS

COLESEN CRAIG EVANS

Chief Compliance Officer, Director

CRD
#4674496
Ownership
50% but less than 75%
(299) 714-6268
momentum.pathway@pioneercapital.com
in linkedin.com/in/signal-zenith
W

WILLIAM HENRY LITTON

Manager, Principal

CRD
#5197235
Ownership
50% but less than 75%
(715) 474-8623
pathway.bridge@bridgecapital.com
in linkedin.com/in/alpha-summit

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Contacts

Ansley Grace Bridges

Ansley Grace Bridges

Senior Associate

CRD
#7388924
(609) 702-7345
fusion.legacy@frontiercapital.com
in linkedin.com/in/signal-meridian
D

Daniel Spencer Harper

--

CRD
#8212422
(615) 540-8056
vertex.capital@quantumcapital.com
in linkedin.com/in/optima-crest
B

Beacon capital

Pathway eagle prime

CRD
#93571
(341) 265-9861
ember.glacier@ridgecapital.com
in linkedin.com/in/legacy-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-02-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $263,397,108 $1,062,085
Non-Discretionary $15,040,609 $1,367,328
Total $278,437,717 $1,075,049

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Separately Managed Accounts

Total SMA Asset: $278,437,717

$278.4M Total SMA
Public Funds:
22.9%
Cash:
6.4%
Equity - Exchange:
28.1%
Municipal Bonds:
32.0%
U.S. Government/Agency:
10.6%
Asset class Assets Assets %
Public Funds $1,146,893,021 22.9%
Cash $320,529,054 6.4%
Equity - Exchange $1,407,322,877 28.1%
Municipal Bonds $1,602,645,269 32.0%
U.S. Government/Agency $530,876,246 10.6%
Total $5,008,266,467 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CREST MERIDIAN PRIME CREST FRONTIER 5JS8H3W2E XYR 1.39% $80,236,685
PIONEER OAK PEAK CREST LEGACY PBYQCYW2A EDXNR 2.91% $92,335,734
CAPITAL CATALYST INSIGHT WAVE T6X35YR8J EBNU 7.49% $113,700,476
FRONTIER VALUE FOUNDATION PATHWAY EMBER JBM2ROZIF BZTBR 3.88% $95,210,367
MERIDIAN ATLAS PATHWAY HORIZON SD3XYBUX2 RYGJ 4.07% $44,600,671
MOMENTUM LEGACY VERTEX VECTOR QUANTUM 11LEKXVAK QTO 1.40% $92,717,572
PRIME HARBOR FOUNDATION DELTA 24AQYVEGV CTDUK 9.74% $76,245,677
VERTEX PRIME BEACON ATLAS ATLAS EKR3NBN4H NWZV 6.26% $85,922,186

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