SourcingSourcing

LEXINGTON CAPITAL MANAGEMENT LP

C47
CRD 292364·SEC 801-132498·LAKEWOOD, NJ
AUM
$153.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$460K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEXINGTON CAPITAL MANAGEMENT LP
CRD
292364
SEC file #
801-132498
EIN
000000000
DBA names
—

Economics

AUM
$153.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$123.9M → $153.4M▲ +24%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
LAKEWOOD NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/lexington-capital-management-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEXINGTON CAPITAL MANAGEMENT GP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LEXINGTON CAPITAL MANAGEMENT GP
BERGER, YITZCHAK, YAAKOV
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:lexington.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001708539
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2017-06-07
Edgar Last Filing Date
2025-06-03
Edgar Form D Count
9
Edgar Form D Offerings
2025-06-032025-06-03 · 0001708539-25-000001
2024-06-032024-06-03 · 0001708539-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers3
Morgan Stanley3
Edgar Addresses
Mailing
505 EAST COUNTY LINE ROADLAKEWOOD, NJ 08701
Business
505 EAST COUNTY LINE ROADLAKEWOOD, NJ 08701
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-06-03 · 0001708539-25-000001
D/A2024-06-03 · 0001708539-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
BERGER, YITZCHAK, YAAKOV
Executive Officer · 2.5%
6906748
SHIFFMAN, JOSEPH, ZEV
Executive Officer · 2.5%
5451592
WOLHENDLER, JOEL, ISAAC
Executive Officer · 2.5%
6652876