Overview
Assets Under Management: $329 million
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Frequently Asked Questions
GIVERNY CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150123), GIVERNY CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
GIVERNY CAPITAL ADVISORS LLC serves 69 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, GIVERNY CAPITAL ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GIVERNY CAPITAL ADVISORS LLC manages $329 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, GIVERNY CAPITAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.16
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 279
Discretionary Accounts: 279
Regulatory Filings
CRD Number: 150123
Last Filing Date: 2024-03-27 00:00:00
Website: https://givernycapital.com