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.
Assets Under Management$430M
Clients10
Advisors1
Avg. per Client$43M
Avg. per Advisor$430M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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