{"url":"https://nivawealth.com/firms/lexington-partners-147281","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147281","regulatoryAum":79274402408,"crd":"147281","secFileNumber":"801-71411","legalName":"Lexington Partners L.P.","displayName":"Lexington Partners","website":"http://www.lexingtonpartners.com","linkedinUrl":"https://www.linkedin.com/company/lexington-partners/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"September","headquarters":{"street":"399 Park Avenue, 20th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022-4614"},"tradeNames":[],"registration":{"secApproved":"4 May 2010","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":171,"advisory":165,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":79274402408,"discretionaryAccounts":157,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":59,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":157,"regulatoryAum":79274402408}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Lexington Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Wilson Warren","title":"President","crd":"5316594"},{"name":"Thomas Giannetti","title":"Chief Financial Officer","crd":"1318542"},{"name":"Elizabeth Richards","title":"Chief Compliance Officer","crd":"6114237"},{"name":"Jason Kahn","title":"General Counsel","crd":"6931026"}],"ownership":[{"label":"Franklin Resources, Inc.","detail":"Partner in the 75% or more ownership band and a control person, since April 2022. Also a member of Lexington Partners Advisors GP L.L.C. in the 75% or more band and a control person, since April 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":8,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2710 Sand Hill Road","city":"Menlo Park"}]},{"state":"Florida","offices":1,"addresses":[{"street":"1395 Brickell Ave","city":"Miami"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"111 Huntington Avenue","city":"Boston"}]},{"state":"New York","offices":1,"addresses":[{"street":"399 Park Avenue, 20th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-754-0411","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":113},"sources":{"adv1FilingDate":"16 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/147281/PDF/147281.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lexington Partners have?","answer":"Lexington Partners has 157 clients and manages $79.3 billion for them, as of June 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lexington Partners offer?","answer":"Lexington Partners provides portfolio management for pooled vehicles and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Lexington Partners have?","answer":"Lexington Partners has 0 investment adviser representatives registered with state securities authorities, out of 171 employees, and 165 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lexington Partners?","answer":"Lexington Partners’ direct owner is Franklin Resources, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lexington Partners get paid?","answer":"Lexington Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/lexington-partners-147281/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1621157/000119312526340415/0001193125-26-340415-index.html","totalValue":133829833,"positionCount":2,"top10Share":1,"top10":[{"issuer":"KARMAN HLDGS INC","titleOfClass":"COMMON STOCK","cusip":"485924104","value":129279521,"shares":2589734,"shareType":"SH","priorValue":354638551,"priorShares":4430213},{"issuer":"N-ABLE INC","titleOfClass":"COMMON STOCK","cusip":"62878D100","value":4550312,"shares":1239867,"shareType":"SH","priorValue":5790179,"priorShares":1239867}],"positionsListed":2,"positions":[{"issuer":"KARMAN HLDGS INC","titleOfClass":"COMMON STOCK","cusip":"485924104","value":129279521,"shares":2589734,"shareType":"SH","priorValue":354638551,"priorShares":4430213},{"issuer":"N-ABLE INC","titleOfClass":"COMMON STOCK","cusip":"62878D100","value":4550312,"shares":1239867,"shareType":"SH","priorValue":5790179,"priorShares":1239867}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}