GIVERNY CAPITAL ADVISORS

RIASEC RegisteredEst. 2017
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 SEC-registered limited liability company that began advising clients in 2017. The firm operates as a fee-based adviser charging a percentage of assets under management and focuses on discretionary portfolio management for individuals, families, small businesses and institutional clients. Investment positioning shows a clear tilt toward equities: the firm’s stated preference is exchange-traded equities and most assets are held in that form. Giverny does not identify as an active ESG investor and is not organized as a multi-state adviser. Giverny’s business activities emphasize direct portfolio management rather than pension consulting or capital allocation. Advisory services are offered to both private clients and business or institutional accounts, which supports a client mix that spans high-net-worth individuals and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • FRANCOIS ROCHON

    President and Portfolio ManagerCRD 4763502

  • JEAN-PHILIPPE BOUCHARD

    Vice President & Portfolio ManagerCRD 5872436

  • NICOLAS L'ECUYER

    Business Development DirectorCRD 6504100

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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