Lexion Capital Management Lp

LexION Capital Management, LP, established in 2010, is an investment adviser based in New York, specializing in independent, fee-only financial advice. The firm manages the LexION Alpha Fund, LP, a pooled investment vehicle focusing on quantitative investment analysis. LexION offers investment management, employee benefit plan services, and financial planning tailored to individual client needs. The firm primarily recommends no-load mutual funds, ETFs, and individual securities, with a minimum annual fee of $5,000. LexION provides ongoing portfolio management services based on client goals, risk tolerance, and time horizon. Clients may impose reasonable restrictions on investment management. The firm does not participate in wrap fee programs and manages over $84 million in discretionary assets. LexION's investment strategy is rooted in Modern Portfolio Theory, focusing on optimal asset allocation and minimizing costs and taxes. The firm's CEO and Founder, Elle Kaplan, holds a Bachelor of Arts from the University of Michigan and an MBA from Columbia University. Ms. Kaplan has a background in financial advisory and capital markets. LexION Capital Management, LP acts as a fiduciary, providing investment discretion and acting in the best interests of its clients.