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| Giverny Capital Advisors LLC
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|---|---|
| CRD # | 150123 |
| SEC # | 801-110341 |
| CIK # | 0002034934 |
| AUM | 420.9 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 609-759-1250 |
| Address | 182 Nassau Street Princeton, NJ 08542 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034934 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Ametek INC/ | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Carmax Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Visa Inc | 0.1 | ||
| NVR Inc | 0.1 | ||
| Installed Building Products Inc | 0.1 | ||
| Priceline Com Inc | 0.1 | ||
| Medpace Holdings Inc | 0.1 | ||
| Five Below Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| Keysight Technologies Inc | 0.1 | ||
| Markel Corp | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Starbucks Corp | 0.1 | ||
| M&T Bank Corp | 0.1 | ||
| Analog Devices Inc | 0.0 | ||
| Edwards Lifesciences Corp | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Lululemon Athletica Inc | 0.0 | ||
| Arista Networks Inc | 0.0 | ||
| Fortune Brands Home & Security Inc | 0.0 | ||
| Floor & Decor Holdings Inc | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Littelfuse Inc /DE | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 40.1 |
| (b) Individuals (high net worth individuals) | 96 | 286.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 5.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 67.0 |
| (n) Other | 3 | 22.2 |
| Total | 293 | 420.9 |
| By Discretionary | ||
| Discretionary | 293 | 420.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 420.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 415.8 | |
| Total | 293 | 420.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002034934] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Congress Park Capital LLC
✚
|
NY | 422.3 M |
|
Adirondack Capital Advisors LLC
✚
|
NY | 422.3 M |
|
Investment Planning Advisors
✚
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GA | 421.7 M |
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Primetrust Advisors LLC
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SC | 421.6 M |
|
Graham Bordelon Golson & Gilbert Inc
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LA | 420.8 M |
|
Rubicon Advisors GP
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CA | 420.7 M |
|
Acima Private Wealth LLC
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VA | 420.4 M |
|
Genesee Capital Advisors LLC
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|
NY | 420.3 M |
|
Exeter Financial LLC
✚
|
AZ | 420.2 M |
|
Point Bridge Capital LLC
✚
|
TX | 419.7 M |