LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC
Adviser information for LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 229 | $113.7M |
| Non-Discretionary | 9 | $9.8M |
| Total | 238 | $123.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 53 | $22.4M |
| HNW Individuals | 13 | $33.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $9.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $58.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 4 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123573 |
|---|---|
| SEC ERA File Number | 801-123573 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167834 |
| Legal Entity Identifier | None |
Principal Office
10 RUGBY ROADNEW CITY
NY
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 845-708-5306, Fax: NONE
Websites
Chief Compliance Officer
LARRY LUXENBERG
MANAGING MEMBER
10 RUGBY ROAD
NEW CITY
NY
United States
Tel:
845-708-5306
L********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LUXENBERG, LARRY | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 05/2013 | > 75% |