Business Details
15 Years
experience
Financial Advisory Services for Investment Managers
ParkLexington is a specialized financial advisory firm dedicated to helping investment managers and asset owners achieve measurable improvements in profitability and performance. With over a decade of industry-specific expertise, we leverage proprietary data, analytics, and a proven optimization process to identify hidden cost savings, reduce operational drag, and enhance investment performance. Our collaborative approach focuses on delivering tailored solutions that align with each client's unique business model, ensuring scalable and sustainable results. Backed by a team with 150+ combined years of experience in investment management, we have successfully delivered value to 25+ of the Top 100 Investment Managers, including four of the Top 10.Our methodology combines transaction-level cost transparency with benchmarking against 50,000+ data points to create actionable roadmaps for efficiency. Client testimonials highlight our ability to transform operational challenges into quantifiable outcomes, with one $200B fund manager confirming our projections matched actual savings. As a Wilshire Company, we now offer expanded solutions to help asset managers thrive in an increasingly complex industry landscape.
Services
Fund Optimization
Operational Consulting
Transaction Cost Analysis
Performance Benchmarking
Analytics & Reporting
Details
- Year established: 2011
Highlights and features
- We deliver measurable savings through proprietary analytics and 12 years of fund optimization expertise.
- Our team combines 150+ years of investment management experience with industry-specific data benchmarks.
- Client success drives our compensation model, ensuring alignment with client outcomes.
- We provide actionable insights without consultant jargon, focusing on practical implementation.
- Our partnership approach extends beyond analysis to support execution and monitoring.
What people say
Meaningful pick-up
Real information
Spot on projections
True partners
Exemplary results
Services
Fund Optimization
Our Fund Optimization service identifies hidden savings opportunities across investment operations by analyzing transaction costs, expense ratios, and operational inefficiencies. Using proprietary benchmarks and 50,000+ data points, we deliver actionable strategies to reduce drag on performance while maintaining service quality. Clients benefit from measurable improvements in profitability through our proven methodology.
Operational Consulting
Investment Manager Operational Consulting focuses on enhancing front-to-back office infrastructure through scalable solutions tailored to each firm's unique needs. We analyze current workflows, identify efficiency gaps, and implement best practices that improve operational capacity. Our approach ensures cultural compatibility while delivering measurable performance improvements aligned with industry standards.
Transaction Cost Analysis
Total Transaction Cost (TTC) Reporting provides granular visibility into trading expenses through partnership with Abel Noser Solutions. This service quantifies execution quality, market impact, and hidden costs across asset classes. By transforming complex data into actionable intelligence, clients gain transparency to negotiate better rates and optimize execution strategies for improved net returns.
Performance Benchmarking
Our benchmarking service compares client metrics against industry standards using 50,000+ fee benchmarks and 135+ account structures. This data-driven approach identifies underperforming areas and quantifies potential savings relative to peers. Clients receive customized dashboards that track progress against optimization goals with measurable, auditable results.
Analytics & Reporting
Multi-asset analytics combine machine learning with domain expertise to transform raw data into strategic insights. Our reporting tools provide real-time visibility into cost structures, performance drivers, and operational metrics. Clients gain actionable intelligence to make informed decisions that enhance profitability and operational efficiency across their investment lifecycle.
People
John Detweiler
Founder and Managing Partner
John founded ParkLexington in 2011 after 18 years in procurement and operations leadership roles at BlackRock and AllianceBernstein. He holds an MBA in Finance from NYU and a B.S. in Marketing from Penn State. He chairs investment committees for educational institutions.
Eric Traugott
Partner
Eric leads operational consulting initiatives with 15+ years of experience in investment operations. He holds an MBA from Iona University and previously managed middle office efficiency programs at State Street IMS and AllianceBernstein.
John Lauro
Partner
John specializes in fund optimization with prior roles at the Federal Reserve Bank of New York and Ernst & Young. A CPA licensed in New York, he holds a B.S. in Commerce from the University of Virginia.
Paul Maguire
CFO Partner
Paul has served as CFO Partner since 2011, combining tax expertise with financial management experience from Deloitte and banking sector roles. He holds degrees from Trinity College Dublin and chairs nonprofit boards.
Deanna Earner
Director
Deanna leads implementation projects with 12 years of operations experience at JP Morgan and AllianceBernstein. She holds a double major in Marketing and Operations Management from the University of Delaware.
Questions
What makes ParkLexington different from other financial consultants?
We focus exclusively on investment management optimization with proprietary data benchmarks and a results-based approach that aligns our success with client outcomes.
How do you identify cost savings opportunities?
Our process analyzes 50,000+ data points and transaction-level costs across your operations, comparing them to industry benchmarks to uncover hidden savings.
Which types of firms benefit most from your services?
Asset managers, fund administrators, and fiduciaries managing $1B+ in AUM who seek measurable improvements in operational efficiency and net returns.
Do you provide ongoing support after implementation?
Yes, we monitor progress against optimization goals and provide continuous improvement recommendations throughout our engagement.
How quickly can clients expect to see results?
Most clients realize measurable savings within 6-12 months through our phased implementation approach.
What is your fee structure?
We use a success-based model that emphasizes client outcomes rather than billable hours, ensuring alignment with your business objectives.
