Giverny Capital Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$579,098,921
Clients
337
Advisors
1
of 3 employees
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
Expertise
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
600 Madison Avenue, #2300
New York NY 10022
Advisors at this office
1
Most active in
Alabama · California · Florida · Illinois · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Giverny Capital Asset Management · Giverny Capital Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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