Gardner Lewis Asset Management LP
Assets Under Management
$430.6M
Number of Clients
10
Number of Advisors
1
Avg. Portfolio per Client
$43.1M
Avg. Managed per Advisor
$430.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Gardner Lewis offers investment advice on a discretionary basis to managed accounts and private investment funds. The firm invests in equity securities, warrants, government securities, options, derivatives, corporate debt, and convertible securities. Gardner Lewis manages client accounts based on strategies offered by the firm and may tailor services to individual client needs. As of December 31, 2024, Gardner Lewis managed $430,608,615 in regulatory assets on a discretionary basis.
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% |
Fees for alternative investment strategies are up to 2% of assets managed annually, plus up to 20% of profits. Gardner Lewis may charge accounts less than the stated minimums at a higher rate.
Fee Estimator
Areas of Practice
Location
285 Wilmington West Chester Pike, Chadds Ford, PA, 19317-9039