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 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
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 4FRANCOIS ROCHON
President and Portfolio ManagerCRD 4763502
JEAN-PHILIPPE BOUCHARD
Vice President & Portfolio ManagerCRD 5872436
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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