Overview
Assets Under Management: $2.5 billion
High-Net-Worth Clients: 358
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 358
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,563
Discretionary Accounts: 4,563
Regulatory Filings
CRD Number: 130640
Last Filing Date: 2024-12-24 00:00:00
Website: https://givernycapital.com