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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- FoundationPrime +more
- Established Date
- 10-01-2010
- Office Locations
- 1
Office Locations
About Lexion Capital Management LP
LexION Capital is an independent, woman-owned fiduciary wealth manager providing goals-based investment management, retirement planning, and bespoke bond portfolios for individuals and families as well as mission-driven nonprofits and institutions. Portfolios are tailored to client risk and time horizon, with ETF-heavy implementation and in-house fixed income capabilities that aim to deliver wholesale bond pricing and tax-aware outcomes while assets remain held at an independent custodian.
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Owner & Executives
ELLEN R KAPLAN
CEO and Founder, CIO
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,914,935 | $1,127,115 |
| Non-Discretionary | $0 | -- |
| Total | $87,914,935 | $1,127,115 |
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Separately Managed Accounts
Total SMA Asset: $83,105,498
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $816,568,551 | 10.7% |
| Cash | $3,800,477,930 | 49.8% |
| Municipal Bonds | $3,014,435,307 | 39.5% |
| Total | $7,631,481,788 | 100.0% |