Lexion Capital Management LP fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Lexion Capital Management LP charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $1,000/hr; “On an hourly basis, typically $1,000.00 per hour, depending on the nature and complexity of each client’s circumstances.”

Payment and refund terms, quoted from the fee section of the brochure.

“Hourly fees will be billed as earned, and paid directly by the client.”
“LexIONCapital.com 8 For management fees, LAF will request authority from the investors to receive quarterly payments in advance.”
“Where applicable, investors also pay their pro-rata share of the expenses of the underlying investment vehicles in which they directly or indirectly invest. 41 Madison Avenue, 31st Fl.”

Its hourly rate of $1,000 is above the New York median of $300. 98% of the 301 other New York planners that publish an hourly rate charge less.
68 of the 69 other planners in New York that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 78
Employees: 4
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
Assets managed: $87,914,935
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 153273
Website: linkedin.company/lexion-capital-management (opens in new tab)
Phone: (888) 452-9355

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