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Samuel Fry Whitney

Lexington Hill Partners, LLC

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About Samuel Fry Whitney

Samuel Fry Whitney is a registered investment advisor representative with Lexington Hill Partners, LLC, a firm based in Dallas, Texas. Samuel has been in the financial services industry since June 2023. Samuel holds the Series 65 license. Samuel specializes in Portfolio Management for Individuals and the Selection of Other Advisers.

Firm Information

Samuel Whitney is currently registered with Lexington Hill Partners, LLC. Lexington Hill Partners, LLC is an investment advisor with approximately $103.4 million in regulatory assets under management. The firm provides portfolio management services for individuals and selects other advisors. They primarily serve high-net-worth individuals, with a smaller number of individual clients.

$103.40M

Assets Under Management

27

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office and limited consulting services

Family office and limited consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Whitney’s Registration & Firm History

TX

12/09/2024 - Present

Lexington Hill Partners, LLC (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Fry Whitney.
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