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Adviser Profile

As of Date 07/26/2025
Registration status Registration Changed to LEXINGTON HILL PARTNERS, LLC
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 170,676,593 13%
of that, discretionary 162,933,213 12%
Number of Employees 7
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 775,803 3%
% High Net Worth 94.23% 1%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name BAKER TILLY US, LLP Filing Date01/09/2025 Form ADV-E View Report
Accounting Firm Name BAKER TILLY US LLP Filing Date04/26/2024 Form ADV-E View Report
Accounting Firm Name BAKER TILLY US, LLP (PCAOB # 23) Filing Date04/25/2023 Form ADV-E View Report