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GIVERNY CAPITAL ASSET MANAGEMENT

NEW YORK, NY · CRD 306473 · IAPD ↗ · 646-669-8950

$599.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — GIVERNY CAPITAL ASSET MANAGEMENT notice-filed in IL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — GIVERNY CAPITAL ASSET MANAGEMENT crossed $500M in regulatory AUM ($368.8M -> $502.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — GIVERNY CAPITAL ASSET MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2024 — GIVERNY CAPITAL ASSET MANAGEMENT reported RAUM up 66% ($221.8M -> $368.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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