# Lexington Avenue Capital Management

Lexington Avenue Capital Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** lexingtonave.com
- **LinkedIn:** https://www.linkedin.com/company/lexington-avenue-capital-management-llc

## Regulatory record

- **CRD number:** 292364
- **SEC file number:** 801-123573
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-04T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0

## About

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. 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.

## Sectors

- Wealth Management
- Financial Services

## Questions

### 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.

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Updated: 2026-08-11T02:43:31.692Z

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