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LEXINGTON HILL PARTNERS, LLC

DALLAS, TX · CRD 301810 · IAPD ↗ · lexingtonhillpartners.com · 214-225-1891

$278.4MRegulatory AUM
6Advisory reps
8Employees
22Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LEXINGTON HILL PARTNERS, LLC reported RAUM up 63% ($170.7M -> $278.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — LEXINGTON HILL PARTNERS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — LEXINGTON HILL PARTNERS, LLC (DALLAS, TX) is newly SEC-registered with $170.7M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.