LEWIS FINANCIAL MANAGEMENT, LLC
SEC file number 801-60666
· RALEIGH, NC
https://lewisu.edu ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$415.3M
Discretionary AUM
$0
Employees
5
Clients
46
Firm
- Address
- 1611 EAST MILLBROOK ROAD
RALEIGH, NC 27609 - Phone
- —
- Website
- https://lewisu.edu
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Archer Lewis Group, Inc. Low name-match confidence · CIK 2159337 · IL
- CRADLEWISE INC A SERIES OF SSD SPV I LLC Low name-match confidence · CIK 2081575 · DE
- Gardner Lewis Event Driven Fund, L.P. Low name-match confidence · CIK 1653474 · PA
- GARDNER LEWIS FUND L P Low name-match confidence · CIK 875668 · PA
- Gardner Lewis Merger Arbitrage Fund, LP Low name-match confidence · CIK 1532448 · PA
- GARDNER LEWIS MERGER ARBITRAGE MASTER FUND LP Low name-match confidence · CIK 1178467 · PA
- Kennedy Lewis Senior Loan Fund LP Low name-match confidence · CIK 2057512 · NY
- Kennedy Lewis Senior Loan Offshore Fund LP Low name-match confidence · CIK 2057580 · E9
- Kennedy Lewis Senior Loan Offshore Fund (Unlevered) LP Low name-match confidence · CIK 2057586 · E9
- Lewis Brothers Capital LLC Low name-match confidence · CIK 2038095 · OK
- Lewis & Clark AgriFood Fund III, LP Low name-match confidence · CIK 2023147 · MO
- Lewis SPV II a Series of CGF2021 LLC Low name-match confidence · CIK 2155800 · DE
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Archer Lewis Group, Inc. · D · Oct 13, 2026$20M
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Lewis SPV II a Series of CGF2021 LLC · D · Sep 25, 2026$318.2K
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Lewis & Clark AgriFood Fund III, LP · D/A · Jul 31, 2026
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Kennedy Lewis Senior Loan Fund LP · D/A · Apr 13, 2026
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Gardner Lewis Merger Arbitrage Fund, LP · D/A · Mar 25, 2026
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Gardner Lewis Event Driven Fund, L.P. · D/A · Mar 25, 2026
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GARDNER LEWIS FUND L P · D/A · Mar 25, 2026
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Kennedy Lewis Senior Loan Offshore Fund LP · D · Feb 27, 2026
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Lewis Brothers Capital LLC · D/A · Nov 26, 2025$5M
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Lewis & Clark AgriFood Fund III, LP · D/A · Oct 29, 2025
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CRADLEWISE INC A SERIES OF SSD SPV I LLC · D · Aug 20, 2025$382K
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Lewis & Clark AgriFood Fund III, LP · D · May 14, 2025
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Kennedy Lewis Senior Loan Fund LP · D · May 1, 2025
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GARDNER LEWIS MERGER ARBITRAGE MASTER FUND LP · D/A · Apr 15, 2025$12.1M
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Kennedy Lewis Senior Loan Offshore Fund (Unlevered) LP · D · Mar 18, 2025
-
Gardner Lewis Merger Arbitrage Fund, LP · D/A · Mar 14, 2025
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Gardner Lewis Event Driven Fund, L.P. · D/A · Mar 14, 2025
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GARDNER LEWIS FUND L P · D/A · Mar 11, 2025