Lexington Hill Partners, Llc
- Regulatory AUM
- $278M
- Discretionary
- $263M
- Clients
- 57
- Avg AUM / client
- $4.9M
- Accounts
- 259
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $1.3M | 0.47% |
| High net worth individuals | 53 | $263M | 94.6% |
| Charitable organizations | 1 | $13.8M | 4.97% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Colesen Craig Evans | Registered representative | Jun 2019 (7y) | ||
| William Henry Litton | Registered representative | Jun 2019 (7y) | ||
| Ansley Grace Bridges | Registered representative | Jan 2023 (4y) | ||
| Samuel Fry Whitney | Registered representative | Dec 2024 (2y) | ||
| Daniel Spencer Harper | Registered representative | Feb 2026 (1y) | ||
| Scott Anthony Hoover | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 924 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $190M (68% of AUM) Mar 2026
- Fidelity Brokerage Services $82.4M (30% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗