Lexion Capital Management Lp
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Overview
Lexion Capital Management Lp is an advisory firm that has its headquarters in New York, New York. Lexion Capital Management Lp controls $69.0 million in assets under management throughout 173 accounts. The company has a small team, including 1 financial advisor. Lexion Capital Management Lp is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets like stocks, bonds and options.
Lexion Capital Management Lp oversees all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments for the client's account without requiring client permission. The advisory firm administers an average of $398,591 for every client account. The typical financial advisor at Lexion Capital Management Lp administers about 173 client accounts.
The company's headquarters is located at 41 Madison Ave, New York, New York 10010. Lexion Capital Management Lp is legally permitted to serve clients across 7 states, including California, Connecticut, Florida, Illinois, New Jersey, New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lexion Capital Management Lp by the Numbers
$69.0 million
4
173
$398.6 thousand
Products and Services
Lexion Capital Management Lp offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. In the prior financial year, Lexion Capital Management Lp provided 51-100 of its customers with financial planning services. The firm does not sell products or offer services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on which services are offered. However, fee types charged by the firm can consist of any blend of the following fee structures: asset-based, hourly, fixed or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with retail investors, high net worth investors and pooled investment vehicles. Out of its 173 clients, Lexion Capital Management Lp's biggest client group by number of accounts is high net worth investors, but it also caters to 63 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 74.12%
- Other Individuals - 14.12%
- Corporations - 11.76%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lexion Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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