Giverny Capital Advisors
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 150123
- Registered since
- April 14, 2017
- Website
- www.givernycapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Jean-philippe Bouchard
Vice President & Portfolio ManagerCRD 5872436

Patrick Leger
DirectorCRD 5072630

Nicolas L'ecuyer
Business Development DirectorCRD 6504100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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