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GIVERNY CAPITAL ADVISORS

PRINCETON, NJ · CRD 150123 · IAPD ↗ · 609-759-1250

$420.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — GIVERNY CAPITAL ADVISORS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — GIVERNY CAPITAL ADVISORS reported RAUM up 27% ($258.2M -> $329.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.