Giverny Capital Advisors

RIASEC Registered
Total AUM
$421M
Discretionary
$421M
100% of AUM
Avg account
$1.4M
Accounts
293
Employees
2
Advisory reps
4

Firm details

Headquarters
Princeton, New Jersey
CRD number
150123
Registered since
April 14, 2017
Fee structure
Percentage of AUM
Client types
  • HNWI67.99%
  • Corporations / Businesses15.92%
  • Individuals9.53%
  • Other5.27%
  • Other Investment Advisers1.28%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Giverny Capital Advisors is an independent LLC registered with the SEC in 2017 that provides fee-based portfolio management to individuals, families and institutional clients. The firm bills on a percentage-of-AUM basis and positions itself as a straight portfolio manager rather than a capital allocator. Its advisory services explicitly cover discretionary portfolio management for individuals and small businesses as well as for businesses and institutional clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, US Government Bonds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • Jean-philippe Bouchard

    Jean-philippe Bouchard

    Vice President & Portfolio ManagerCRD 5872436

  • Patrick Leger

    Patrick Leger

    DirectorCRD 5072630

  • Nicolas L'ecuyer

    Nicolas L'ecuyer

    Business Development DirectorCRD 6504100

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
182 Nassau St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth