Multi-Family OfficeRIA · CRD 150123SEC-Registered

Updated:

Giverny Capital Advisors

GIVERNY CAPITAL ADVISORS is an SEC-registered investment adviser in PRINCETON, NJ, since 2017. The firm manages approximately $421 million in regulatory...

Giverny Capital Advisors

GIVERNY CAPITAL ADVISORS is an SEC-registered investment adviser in PRINCETON, NJ, since 2017. The firm manages approximately $421 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Princeton

Corporate office

New York, NY, United States

Principals

David Stemerman

Founder & CEO

James M. White

Managing Director

Sector focus

Healthcare ServicesEnterprise SoftwareFinancial ServicesClimateTechReal Estate

Frequently asked questions

Who runs investment decisions at Giverny Capital Advisors?

David Stemerman, the founder and CEO, oversees all investment decisions. He is supported by a team of managing directors including James M. White. Giverny does not have a formal CIO; each client's portfolio is managed by a dedicated team, and Stemerman signs off on major allocations.

How does Giverny Capital Advisors source proprietary deal flow?

Giverny sources deals through Stemerman's network from his hedge fund days, relationships with family offices, and direct outreach to healthcare and enterprise software founders. The firm also co-invests alongside other multi-family offices and venture firms, but does not operate its own fund.

What investment stages does Giverny typically target?

Giverny targets growth-stage private equity (Series B and later), real estate development or value-add opportunities, and publicly traded equities. It avoids early-stage venture capital and distressed/deep-value public equity.

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