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Lexington Avenue Capital Management
Founded in 2008 in New York, Lexington Avenue Capital Management operates as a registered investment advisor providing portfolio management and financial...
Lexington Avenue Capital Management
Founded in 2008 in New York, Lexington Avenue Capital Management operates as a registered investment advisor providing portfolio management and financial planning services to a client base of individuals, small businesses, and non-profit organizations. The firm's structure as a multi-client RIA distinguishes it from the single-family offices that dominate many Altss profiles. Lexington Avenue's strategy centers on traditional wealth management services, including asset allocation, investment selection, and ongoing portfolio oversight. The firm's advisory brochure filed with the SEC details its approach to constructing client portfolios across equity and fixed-income markets, though specific holdings or asset-class concentrations are not publicly disclosed. Its geographic focus appears concentrated in the New York metropolitan area, consistent with a locally oriented advisory practice. The small-business and non-profit client segments suggest a practice built on relationships rather than institutional-scale mandates. Without public disclosures on team size, total regulatory assets, or named investment vehicles, the firm's operational scale remains undocumented. No adjacent philanthropic foundations, real-asset arms, or club memberships are known from publicly available sources.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lakewood
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
How is Lexington Avenue Capital Management structured?
Lexington Avenue operates as a registered investment advisor (RIA), which means it has a fiduciary duty to its clients under the Investment Advisers Act of 1940. The firm serves multiple clients — individuals, small businesses, and non-profit organizations — rather than functioning as a single-family office. Its ADV filing with the SEC is publicly accessible.
What types of clients does Lexington Avenue serve?
Based on the firm's regulatory filings, the client base includes individuals, small businesses, and non-profit organizations. This mix suggests a generalist wealth management practice rather than a specialized focus on a single client type, such as ultra-high-net-worth families or institutional investors.
Does Lexington Avenue provide only advisory services, or does it manage assets on a discretionary basis?
As an RIA, the firm is authorized to provide both discretionary portfolio management and non-discretionary advisory services. The specific mix of discretionary versus non-discretionary mandates is not disclosed in publicly available sources.
What asset classes does Lexington Avenue invest in for clients?
The firm's public ADV filing describes a general wealth management mandate covering asset allocation and portfolio management. Typical RIAs of this profile construct portfolios across equities, fixed income, and cash equivalents, though Lexington Avenue does not disclose specific asset-class breakdowns or named holdings.
Is Lexington Avenue affiliated with any larger financial institution?
The firm was founded in 2008 as an independent advisor and there is no public record of ownership by a bank, trust company, or larger wealth management platform. Its independence is corroborated by separate SEC registration with no disclosed parent entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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