Patrick Leger is a CFA-designated registered investment advisor at Giverny Capital Advisors, based in Princeton, NJ, with 20 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 149 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable under certain circumstances. Current client relationships may exist where the management fees are higher or lower than the fee listed.
Fee Estimator
Location
182 Nassau Street, Suite 201, Princeton, NJ, 08542
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a member of the Finance Committee of The Waldorf School of Princeton. He is also a part owner and provides CFO services to First Field LLC, a family food business.
Employment History
Current Registrations
Giverny Capital Advisors
Previous Registrations
Steginsky Capital, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.