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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
About Giverny Capital Asset Management
Giverny Capital Asset Management is a New York-based boutique investment manager serving retail and institutional clients. The firm provides discretionary asset management and portfolio construction, with portfolios primarily implemented using ETFs. It also offers financial planning, estate planning support, and insurance-related planning. A key differentiator is its stated approach of investing side by side with clients to align interests.
Reported data analysis
What the numbers show
Between April 3, 2025 and March 30, 2026, reported AUM increased 19.3%, from $502.6M to $599.4M.
Across 5 reported observations, AUM increased 204.3% between March 31, 2022 and March 30, 2026, from $197.0M to $599.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 346 clients, or 173 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
- Technology
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The full Giverny Capital Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID MARTIN POPPE
Chief Compliance Officer, President
- CRD
- #1600359
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $599,391,058 | $1,732,344 |
| Non-Discretionary | $0 | -- |
| Total | $599,391,058 | $1,732,344 |
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Separately Managed Accounts
SMA allocation detail is available
Giverny Capital Asset Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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