Gardner Lewis Asset Management, L.P. is an independent, employee-owned registered investment advisor founded in April 1990 and based in Chadds Ford, Pennsylvania. The firm provides discretionary investment management services to individual managed accounts, private investment funds, a mutual fund, and institutional clients. Gardner Lewis offers a range of investment strategies, including traditional equity strategies focused on transformational change and disruptive innovation, as well as alternative strategies such as merger arbitrage and event-driven special situations. The firm uses a bottom-up fundamental research process, relying heavily on direct contact with company management and industry leaders to identify investment opportunities. Portfolio management is directed by principal W. Whitfield Gardner alongside a dedicated research and trading team. The firm manages assets on a discretionary basis and accommodates client investment guidelines and restrictions where appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.85% |
| $50.0M - $150.0M | 0.65% |
| $150M+ | 0.50% |
Alternative investment strategies charge up to 2.00% annually plus up to 20.00% performance fees. Fees may be negotiated or waived at the firm's discretion.