$599.4M Total AUM
$599.4M Disc. AUM
40.6% 3Y CAGR
3 Employees
346 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
600 Madison Avenue, #2300 NEW York NY
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.
Team overview
59 AVG AGE
$299.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Asset Classes
Prime Catalyst Vital
Custodian
Capital Insight
Investment Vehicles
Insight Capital
Services
Focus pioneer Catalyst momentum Signal insight Vertex pathway Summit zenith
Technology
Optima
Owner & Executives
D
DAVID MARTIN POPPE
Chief Compliance Officer, President
- CRD
- #1600359
- Ownership
- Less than 5%
(917) 443-9767
quantum.element@oakcapital.com
in linkedin.com/in/frontier-wave
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $599,391,058
Equity - Exchange:
68.2% Cash:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,317,044,926 | 68.2% |
| Cash | $1,546,657,311 | 31.8% |
| Total | $4,863,702,237 | 100.0% |