Assets Under Management
$430.6M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$43.1M
AUM per Advisor
$430.6M
Compensation
Fee-Only (AUM)
Gardner Lewis offers investment advisory services on a discretionary basis to managed accounts, private pooled investment vehicles, and one registered investment company. The firm invests in equity securities, warrants, U.S. government securities, options, derivatives, corporate debt, and convertible securities. They manage client accounts based on strategies offered by the firm and may tailor services to individual needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.85% |
| $50.0M - $150.0M | 0.65% |
| $150M+ | 0.50% |
Fees for alternative investment strategies can be up to 2% of assets managed, plus up to 20% of profits.
285 Wilmington West Chester Pike, Chadds Ford, PA, 19317-9039