Firm profile

GARDNER LEWIS ASSET MANAGEMENT LP

CHADDS FORD, PACRD 105033Latest ADV March 27, 2026

Gardner Lewis Asset Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 27, 2026, reports $456M in regulatory assets under management, 8 employees, and 16 accounts.

Assets Under Management
$456M
Employees
8
Offices
--
Total Clients
12
Primary office
CHADDS FORD, PA
285 WILMINGTON WEST CHESTER PIKE, CHADDS FORD, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOWilliam W. Gardner
CCODenise M. Caruso

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 91.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
91.7%
11
2
Investment Cos.
8.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$456Mas of March 27, 2026
Discretionary100.0%
$456M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$456M
Total Accounts16
10Y AUM Change$-838M (-64.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee2:1
10Y Employee Change-6 (-42.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.