Giverny Capital Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $599M in regulatory assets under management, 3 employees, and 346 accounts.
Assets Under Management
$599M
Employees
3
Offices
--
Total Clients
346
Primary office
NEW YORK, NY
600 MADISON AVENUE, #2300, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.9% of total clients.
Top client categories% of clientsClients
1
HNWI
63.9%
221
2
Individuals
33.5%
116
3
Corporations
2.3%
8
4
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$599Mas of March 30, 2026
Discretionary100.0%
$599M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$599M
Total Accounts346
10Y AUM Change+$599M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee115:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.