Gardner Lewis Asset Management LP
Firm details
- Headquarters
- Chadds Ford, Pennsylvania
- CRD number
- 105033
- Registered since
- April 2, 1990
- Website
- gardnerlewis.com
- Custodians
- NORTHERN TRUST SECURITIES, INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles77.8%
- Corporations / Businesses10.99%
- Investment Companies10.49%
- HNWI0.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gardner Lewis Asset Management LP is a limited partnership registered with the SEC in 1990 that operates as a hedge fund manager and adviser. The firm serves primarily institutional clients while also providing portfolio management across individuals/small businesses, investment companies, pooled investment vehicles and business or institutional accounts. Its ownership structure includes both a domestic entity and an individual. Compensation is a combination of a percentage of assets under management and performance-based fees, consistent with its hedge fund orientation. Gardner Lewis is active as a sponsor and general partner, and acts as managing member for pooled vehicles it runs. It does not position itself as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1William Gardner
CEO & Portfolio ManagerCRD 1362488
Contacts
1 of 1Denise Caruso
CCO & ControllerCRD 7023136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$2.9M in ETFs
100%
$2.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $2.1M | 8,390 | 72.25% |
Location
Chadds Ford, PA
Delaware
Location
Chadds Ford, PA
Headquartered in Chadds Ford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 285 Wilmington W Chester Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Owls Nest Partners
RIAChadds Ford, PA
Smithbridge Asset Management, Inc.
RIAChadds Ford, PA
PF Advisors
RIAChadds Ford, PA
Chadds Ford Wealth Partners, LLC
RIAChadds Ford, PA
Chartered Advisory Group
RIAChadds Ford, PA
DT Investment Partners, LLC
RIAChadds Ford, PA