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CRD 105033
CHADDS FORD, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM WHITFIELD GARDNER | n/a | CHADDS FORD, PA | 23 | 36 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GARDNER LEWIS FUND, LP | Hedge Fund | $76.1M | Aug 14, 2024 | 13 | Mar 29, 2012 | reported | 021-875668 |
| GARDNER LEWIS EVENT DRIVEN FUND, L.P. | Hedge Fund | $60.8M | Aug 14, 2024 | 6 | Mar 29, 2016 | reported | 021-1653474 |
| GL EVENT AND SPECIAL SITUATIONS MASTER FUND, LTD | Hedge Fund | $28.5M | Aug 14, 2024 | 12 | Mar 31, 2017 | reported | n/a |
| GARDNER LEWIS MERGER ARBITRAGE OFFSHORE FUND, LTD. | Hedge Fund | $12.5M | Jul 26, 2019 | 2 | Mar 29, 2016 | dropped | 021-1659322 |
| GARDNER LEWIS MERGER ARBITRAGE FUND, LP | Hedge Fund | $11.6M | Aug 14, 2024 | 10 | Mar 29, 2012 | reported | 021-1532448 |
| GL EVENT AND SPECIAL SITUATION HOLDINGS, LLC | Hedge Fund | $7.8M | Aug 14, 2024 | 2 | Mar 29, 2019 | reported | n/a |
| GARDNER LEWIS MERGER ARBITRAGE MASTER FUND, LP | Hedge Fund | $99,675 | Aug 14, 2024 | 2 | Mar 29, 2012 | reported | 021-1178467 |
| GARDNER LEWIS MERGER ARBITRAGE FUND II, LP | Hedge Fund | $26,765 | Mar 31, 2017 | 1 | Mar 29, 2012 | dropped | 021-1489321 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GARDNER LEWIS ASSET MANAGEMENT, INC. | GENERAL PARTNER | Na | yes | 09/1994 | Mar 29, 2012 | Aug 14, 2024 |
| GARDNER, WILLIAM, WHITFIELD | CHAIRMAN & CEO | E | yes | 09/1994 | Mar 29, 2012 | Aug 14, 2024 |
| GARDNER, WILLIAM, WHITFIELD | LIMITED PARTNER | E | yes | 09/1994 | Mar 29, 2012 | Aug 14, 2024 |
| CARUSO, DENISE, M | Cco | Na | no | 10/2022 | Oct 13, 2022 | Aug 14, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GARDNER LEWIS PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $456M | $456M | 8 | 5 | 0 | 5 | n/a |
| 2024 | Mar 26, 2025 | $431M | $431M | 9 | 5 | 0 | 5 | n/a |
| 2023 | Mar 22, 2024 | $357M | $357M | 10 | 6 | 0 | 6 | $185M |
| 2022 | Mar 28, 2023 | $342M | $342M | 10 | 6 | 0 | 6 | $191M |
| 2021 | Mar 30, 2022 | $561M | $561M | 10 | 6 | 0 | 6 | $308M |
| 2020 | Mar 29, 2021 | $562M | $562M | 12 | 7 | 0 | 6 | $322M |
| 2019 | Mar 17, 2020 | $766M | $766M | 12 | 7 | 0 | 6 | $505M |
| 2018 | Mar 29, 2019 | $1.2B | $1.2B | 13 | 8 | 0 | 7 | $945M |
| 2017 | Mar 29, 2018 | $1.2B | $1.2B | 14 | 8 | 0 | 6 | $1.1B |
| 2016 | Mar 31, 2017 | $1.3B | $1.3B | 14 | 7 | n/a | 7 | $1.1B |
| 2015 | Mar 29, 2016 | $636M | $636M | 13 | 6 | n/a | 6 | $329M |
| 2014 | Mar 27, 2015 | $521M | $497M | 16 | 5 | n/a | 4 | $254M |
| 2013 | Mar 31, 2014 | $331M | $297M | 14 | 5 | n/a | 4 | $151M |
| 2012 | Mar 26, 2013 | $240M | $240M | 16 | 5 | n/a | 4 | $132M |
| 2011 | Mar 29, 2012 | $375M | $375M | n/a | n/a | n/a | 4 | $122M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $456M | $431M | 6.0% | $342M | 10.1% | 8 | 9 | 0 | 0 |