Lexington Family Office, LLC (Pleasant Hill)

Lexington Family Office, LLC is an adviser based in Pleasant Hill. It manages $21.41 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Florida.

Lexington Family Office provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lexington Family Office: assets under management

The assets under management (AUM) of Lexington Family Office, LLC is $21.41 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.87 million in discretionary accounts and $6.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $344.31 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lexington Family Office, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lexington Family Office, LLC

Ryan Sharp Bird has been acting as President since 1 Oct 2007. Llc Pure Aquisitions Ii joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Lexington Wealth Management	Holding company	1 Jun 2003	75% - 100%	74-3094864
Ryan Sharp Bird	President/chief compliance officer	1 Oct 2007	Other	4429880

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pure Aquisitions Ii	Member	1 Jul 2006	75% - 100%	20-5263682

Based in Pleasant Hill

The principal office where Lexington Family Office, LLC performs its advisory services is located at 2300 Contra Costa Blvd, Pleasant Hill, CA 94523, which is also the mailing address of the firm. An additional office of the firm is in Daytona Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-949-8800 or by fax 925-949-8807. The normal business hours are by appointment only on Monday - Friday.