LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC of NASHVILLE, TN is an SEC-registered investment adviser (CRD 127618). Regulatory assets under management: $106.8M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Dale Edward Veitch | CEO/ CHIEF COMPLIANCE OFFICER; CO-TRUSTEE; MANAGING MEMBER | — |
| Jeanette Teal Veitch | CO-TRUSTEE | — |
| BIRD SCOTT SHARP | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VEITCH DALE EDWARD | CEO/ CHIEF COMPLIANCE OFFICER; CO-TRUSTEE; MANAGING MEMBER | — |
| JONES DAVID NEIL | MANAGER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| VEITCH JEANETTE TEAL | CO-TRUSTEE; MANAGING MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| NASHBAMA, LLC | Other Private Fund | Delaware | 1 | $5.5M | — |
| CAJ ACQUISITIONS, LLC | Other Private Fund | Tennessee | 1 | $4.0M | — |