9AT: GARDNER LEWIS ASSET MANAGEMENT LP

other names

GARDNER LEWIS ASSET MANAGEMENT LP

Adviser Profile

As of Date	03/27/2026
ADV Location	CHADDS FORD, PA, United States
Adviser Type - Large advisory firm
Number of Employees	8 -20%
of those in investment advisory functions	5 -17%
Registration	SEC, Approved, 04/02/1990

AUM^*	456,474,295 28%
of that, discretionary	456,474,295 28%
Private Fund GAV^*	262,387,318 6%
Avg Account Size	28,529,643 44%
% High Net Worth	6.67%
SMA’s	Yes
Private Funds	7 1
Contact Info	610 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count7	GAV$262,387,318

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PRYTANIA INVESTMENT ADVISORS LLP	Hedge Fund147.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV147.7m	AUM914.8m	#Funds4
Adviser MUDDY WATERS CAPITAL LLC	Hedge Fund522.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV522.9m	AUM576.3m	#Funds12
Adviser CORE CAPITAL MANAGEMENT, LLC	Hedge Fund48.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV48.6m	AUM216.2m	#Funds2
Adviser VIBURNUM FUNDS PTY LTD	Hedge Fund75.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV75.7m	AUM276.4m	#Funds1
Adviser ALIGHT CAPITAL MANAGEMENT LP	Hedge Fund645.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV645.5m	AUM754.4m	#Funds3
Adviser MASTERTON CAPITAL MANAGEMENT, LP	Hedge Fund293.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV293.1m	AUM293.1m	#Funds3
Adviser CONVERIUM CAPITAL INC.	Hedge Fund897.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV897.6m	AUM952.1m	#Funds3
Adviser ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC	Hedge Fund1.4b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.4b	#Funds6
Adviser CLOCKWISE CAPITAL LLC	Hedge Fund5.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.9m	AUM71.5m	#Funds1
Adviser WELCH CAPITAL PARTNERS LLC	Hedge Fund249.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV249.9m	AUM506.2m	#Funds1

Brochure Summary

Overview

Gardner Lewis Asset Management, L.P. (“Gardner Lewis” or the “Adviser”) was founded in April 1990. Gardner Lewis has been independent and 100% employee owned since inception. Gardner Lewis is organized as a limited partnership. Gardner Lewis has one office located in Chadds Ford, Pennsylvania. The general partner of the Adviser is Gardner Lewis Asset Management, Inc. (the “General Partner”). The principal owner of the Adviser and the General Partner is W. Whitfield Gardner, Chairman and CEO of the General Partner. The firm does not have any business affiliations or joint ventures. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients (the “Managed Accounts”) as well as private pooled investment vehicles it sponsors intended only for sophisticated investors (the “Funds”). Gardner Lewis also provides investment advisory services on a discretionary basis to one registered investment company (i.e. mutual fund)(the “Mutual Fund”). Gardner Lewis or its affiliated entities act as investment manager and/or general partner to the Funds. In providing

investment advisory services to the Funds and Managed Accounts, Gardner Lewis offers advice on: - equity securities (exchange-listed securities, securities traded over-the-counter, foreign issuers); - warrants; - United States government securities; - options contracts on securities; - derivative contracts including equity swaps and interest rate swaps; - corporate debt securities; and - convertible securities. Gardner Lewis manages client accounts based upon the strategies offered by the firm. The investment strategies and restrictions relating to the Funds are set forth in each Fund’s private placement memorandum and/or the Fund’s limited partnership agreement or other governing documents. Under certain circumstances, Gardner Lewis will agree to tailor advisory services to the individual needs of clients. Clients may provide investment guidelines and impose restrictions on investments as described in Item 16. As of December 31, 2022, Gardner Lewis managed $342,157,797 in regulatory assets on a discretionary basis and no assets on a non-discretionary basis.

GARDNER LEWIS ASSET MANAGEMENT LP

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview