G
Giverny Capital Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$579,098,921
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
337
66% high-net worth
Advisors
1
of 3 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
337
Very HighAverage account size
$1,718,394
About
Giverny Capital Asset Management provides discretionary, fee-only investment management to individuals, trusts, and other institutional clients, focusing primarily on equity securities. The firm manages approximately $599 million in client assets and does not offer financial, insurance, or estate planning services.
Giverny’s investment approach is rooted in fundamental, value-oriented research and typically implements client accounts from a concentrated Master Portfolio of roughly 20–30 equity holdings, emphasizing long-term holding periods and relatively low turnover. Each client account is managed individually against that Master Portfolio and may be tailored for client-specific constraints, which can result in accounts that are not fully diversified and may occasionally include fixed-income allocations when appropriate.
Noteworthy distinctions include formal affiliations with related advisers that collaborate on investment analysis and a referenced portfolio model, while maintaining separate custody and trade execution and written policies to address cross-entity conflicts of interest. The firm also discloses that it may compensate third-party solicitors for client referrals (an endorsement/solicitor arrangement), provides performance history reports benchmarked to the S&P 500, and operates with a relatively large asset base per advisor.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Wealth management
Fee options
$0 - $10 million: 1.00% annually $10 million - $30 million: 0.80% annually $30 million+: 0.60% annually
Fee-only: Fee based on percentage of assets under management; no commissions received.
Main office location
Giverny Capital Asset Management
600 Madison Avenue, #2300
New York NY 10022, United States
Number of offices
1
Most active in
Giverny Capital Asset Management has reported serving >5 clients in these states in the last 12 months.
Alabama · California · Florida · Illinois · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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