{"url":"https://nivawealth.com/firms/gardner-lewis-asset-management-105033","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105033","regulatoryAum":456474295,"crd":"105033","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1362488","suffix":null,"lastName":"GARDNER","firstName":"WILLIAM","middleName":"WHITFIELD"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-10","regulatoryAum":561807109,"clients":12,"employees":12,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":561319875,"clients":12,"employees":10,"offices":1},{"filedOn":"2023-06-07","regulatoryAum":342157797,"clients":12,"employees":10,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":356510432,"clients":12,"employees":10,"offices":1},{"filedOn":"2025-05-21","regulatoryAum":430608614,"clients":10,"employees":9,"offices":1},{"filedOn":"2026-07-21","regulatoryAum":456474295,"clients":12,"employees":8,"offices":1}],"secFileNumber":"801-36476","legalName":"Gardner Lewis Asset Management LP","displayName":"Gardner Lewis Asset Management","slug":"gardner-lewis-asset-management-105033","website":"https://chesapeakefunds.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Pennsylvania limited partnership","fiscalYearEnd":"December","headquarters":{"street":"285 Wilmington West Chester Pike","city":"Chadds Ford","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19317-9039"},"tradeNames":[],"registration":{"secApproved":"2 April 1990","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":456474295,"discretionary":456474295,"discretionaryAccounts":16,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"fewerThan5":true,"regulatoryAum":3277386},{"label":"Investment companies","clients":1,"regulatoryAum":47873905},{"label":"Pooled investment vehicles","clients":11,"regulatoryAum":355158573},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":50164431}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Goldman Sachs & Co. 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They include 11 pooled investment vehicles and 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gardner Lewis Asset Management offer?","answer":"Gardner Lewis Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Gardner Lewis Asset Management use?","answer":"Gardner Lewis Asset Management’s separately managed account assets are held at Northern Trust Co. LLC (Chicago, IL), with $35.8M and Goldman Sachs & Co. LLC (New York, NY), with $12.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gardner Lewis Asset Management have?","answer":"Gardner Lewis Asset Management has 1 investment adviser representative registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gardner Lewis Asset Management invest in?","answer":"At the end of its last fiscal year, Gardner Lewis Asset Management’s separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents. It advises 5 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gardner Lewis Asset Management?","answer":"Gardner Lewis Asset Management’s direct owner is William Gardner (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gardner Lewis Asset Management get paid?","answer":"Gardner Lewis Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Gardner Lewis Asset Management?","answer":"Gardner Lewis Asset Management’s main office is at 285 Wilmington West Chester Pike, Chadds Ford, PA 19317-9039. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}