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 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
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 1Active vs passive
$2.5M in ETFs
100%
$2.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $2.5M | 8,390 | 100.00% |
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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