Gardner Lewis Asset Management LP

RIASEC RegisteredEst. 1990
Total AUM
$456M
Discretionary
$456M
100% of AUM
Avg account
$28.5M
Accounts
16
Employees
8
Advisory reps
2

Firm details

Headquarters
Chadds Ford, Pennsylvania
CRD number
105033
Registered since
April 2, 1990
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

FINTRX

Overview

Gardner Lewis Asset Management LP is a limited partnership registered with the SEC in 1990 that operates as a hedge fund manager serving primarily institutional clients. The firm charges both asset-based and performance fees and provides discretionary portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled investment vehicles, and institutions. Gardner Lewis also acts as sponsor, general partner and managing member of pooled vehicles it manages. It is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • William Gardner

    CEO & Portfolio ManagerCRD 1362488

Contacts

1 of 1
  • Denise Caruso

    CCO & ControllerCRD 7023136

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.5M in ETFs

Passive

100%

$2.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$2.5M8,390100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth