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GIVERNY CAPITAL ADVISORS
Legal name: GIVERNY CAPITAL ADVISORS LLC
CRD 150123File 801-110341
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$420.9M
Below cohort median (national)
Discretionary AUM
$420.9M
Clients
187
293 accounts
Employees
2
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 14, 2017
- Principal office
- 182 NASSAU STREET, SUITE 201, PRINCETON, NJ, 08542
- Phone
- 609-759-1250
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $420.9M
- Discretionary AUM
- $420.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 293
- Non-discretionary accounts
- 0
- Total accounts
- 293
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $67.0M |
| Other investment advisers | Fewer than 5 | $5.4M |
| High net worth individuals | 96 | $286.2M |
| Individuals (other than high net worth individuals) | 83 | $40.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 190 | 187 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.