Giverny Capital Asset Management

RIASEC Registered

Total AUM

$599M

Discretionary

$599M

100% of AUM

Avg account

$1.7M

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 306473
Registered since: March 13, 2020
Website: www.givernycam.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN TRUST INVESTMENT SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI84.65%
Individuals11.97%
Charitable Organizations2.36%
Corporations / Businesses1.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Giverny Capital Asset Management is an independent, limited liability registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and for businesses or institutional entities. The firm is not an active ESG investor, does not operate as a capital allocator, and does not describe itself as a multi-state or pension consultant adviser.