|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Giverny Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 150123 |
| SEC # | 801-110341 |
| CIK # | 0002034934 |
| AUM | $394.9 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 609-759-1250 |
| Address | 182 Nassau Street Princeton, NJ 08542 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034934 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Ametek INC/ | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Carmax Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| VISA Inc | 0.1 | ||
| NVR Inc | 0.1 | ||
| Installed Building Products Inc | 0.1 | ||
| Priceline Com Inc | 0.1 | ||
| Medpace Holdings Inc | 0.1 | ||
| Five Below Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| Keysight Technologies Inc | 0.1 | ||
| Markel Corp | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Starbucks Corp | 0.1 | ||
| M&T Bank Corp | 0.1 | ||
| Analog Devices Inc | 0.0 | ||
| Edwards Lifesciences Corp | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Lululemon Athletica Inc | 0.0 | ||
| Arista Networks Inc | 0.0 | ||
| Fortune Brands Home & Security Inc | 0.0 | ||
| Floor & Decor Holdings Inc | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Littelfuse Inc /DE | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 38.1 |
| (b) Individuals (high net worth individuals) | 69 | 265.2 |
| (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 | 5.1 |
| (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 | 4 | 62.0 |
| (n) Other | 2 | 24.6 |
| Total | 262 | 394.9 |
| By Discretionary | ||
| Discretionary | 262 | 394.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 262 | 394.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 388.6 | |
| Total | 262 | 394.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002034934] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maxim Financial Advisors LLC
✚
|
NY | 0.4 |
|
FSA Advisors Inc
✚
|
MI | 0.4 |
|
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
|
Sage Private Wealth Group LLC
✚
|
IL | 0.4 |
|
Cypress Financial Planning LLC
✚
|
NJ | 0.4 |
|
Primetrust Advisors LLC
✚
|
SC | 0.4 |
|
Main Line Retirement Advisors LLC
✚
|
MT | 0.4 |
|
Harmony Asset Management LLC
✚
|
AZ | 0.4 |
|
Fullcircle Wealth LLC
✚
|
TX | 0.4 |
|
Richmond Investment Services LLC
✚
|
WI | 0.4 |