$420.9M Total AUM
$420.9M Disc. AUM
17.7% 3Y CAGR
2 Employees
190 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaLegacy
- Established Date
- 06-22-2009
- Office Locations
- 1
Office Locations
182 Nassau Street Suite 201 Princeton NJ
About Giverny Capital Advisors
Giverny Capital Advisors is a Princeton, NJ RIA serving retail and institutional clients with discretionary portfolio management and planning support. Led by CEO/portfolio manager Francois Rochon, the firm focuses on long-term equity investing in robust, resilient businesses, implemented primarily via ETF-based SMAs (Schwab custody).
Team overview
49 AVG AGE
$210.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
12.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Catalyst Atlas Ridge crest
Custodian
Prime wave Ridge
Investment Themes
Momentum value Element Timber ember
Investment Vehicles
Eagle
Services
Unison Crest legacy Momentum element Matrix eagle Crest insight
Technology
Alpha legacy Frontier
Owner & Executives
P
PATRICK JEAN LEGER
Advisor, Chief Compliance Officer
- CRD
- #5072630
- Ownership
- 25% but less than 50%
(837) 642-3756
vertex.harbor@focuscapital.com
in linkedin.com/in/pathway-north
Showing 1 of 1 owners & executives
Unlock allContacts
J
JEAN-PHILIPPE BOUCHARD
President, Vice President
- CRD
- #5872436
(582) 329-6054
pioneer.harbor@vitalcapital.com
in linkedin.com/in/frontier-signal
N
NICOLAS L'ECUYER
--
- CRD
- #6504100
(281) 708-9708
wave.insight@focuscapital.com
in linkedin.com/in/peak-summit
P
Pathway meridian
Crest wave
- CRD
- #91903
(600) 825-6770
north.prime@matrixcapital.com
in linkedin.com/in/element-quantum
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $420,913,533 | $1,436,565 |
| Non-Discretionary | $0 | -- |
| Total | $420,913,533 | $1,436,565 |
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Separately Managed Accounts
Total SMA Asset: $420,913,533
Equity - Exchange:
39.7% Cash:
30.1% U.S. Government/Agency:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,499,600,747 | 39.7% |
| Cash | $1,136,976,889 | 30.1% |
| U.S. Government/Agency | $1,140,754,220 | 30.2% |
| Total | $3,777,331,856 | 100.0% |