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William Whitfield Gardner

Gardner Lewis Asset Management LP

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About William Whitfield Gardner

William Whitfield Gardner is an investment advisor representative at Gardner Lewis Asset Management LP. William has been with Gardner Lewis Asset Management LP since April 1990. William has a Series 65 license and a Series 63 license. The firm provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. William is also a partner at Smithbridge Partners, LP.

Firm Information

William Gardner is currently registered with Gardner Lewis Asset Management LP. Gardner Lewis Asset Management LP is an investment advisor based in CHADDS FORD, PA. The firm primarily manages portfolios for corporations, investment companies, and pooled investment vehicles. They also provide portfolio management services for individuals, particularly high-net-worth individuals. The firm has a website at HTTP://WWW.CHESAPEAKEFUNDS.COM and HTTP://WWW.GARDNERLEWIS.COM.
Gardner Lewis Asset Management LP

285 WILMINGTON WEST CHESTER PIKE

CHADDS FORD, PA 19317-9039

$356.51M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Gardner’s Registration & Firm History

PA

11/18/2002 - Present

Gardner Lewis Asset Management LP (CHADDS FORD PA)

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Licenses & Designations

IA

Issued 04/28/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/1991

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Whitfield Gardner.
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