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 that operates as a hedge fund manager and SEC-registered adviser since 1990. The firm serves primarily institutional clients and charges a combination of asset-based and performance-linked fees, consistent with a hedge fund fee model. Its advisory activities include portfolio management across individual and pooled accounts—serving individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The firm is active as a sponsor and general partner, acting as managing member of pooled investment vehicles. Gardner Lewis is not flagged as an active ESG investor and does not operate as a multi-state or newly formed 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 Equities92%
- Cash & Cash Equivalents8%
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
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