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GIVERNY CAPITAL
Legal name: GIVERNY CAPITAL INC.
CRD 130640File 801-62943
APPROVED
Retail clients
Filing as of Jun 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.70B
Top 25% of cohort (national)
Discretionary AUM
$2.70B
Clients
5,042
5,043 accounts
Employees
31
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 6, 2004
- Principal office
- 759, SQUARE-VICTORIA STREET, SUITE 105, MONTREAL, H2Y 2J7
- Phone
- 514-842-5589
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.70B
- Discretionary AUM
- $2.70B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,043
- Non-discretionary accounts
- 0
- Total accounts
- 5,043
- AUM per client
- $536K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 626 | $932.8M |
| Charitable organizations | 8 | $11.2M |
| High net worth individuals | 371 | $705.5M |
| Pension and profit sharing plans | Fewer than 5 | $15.8M |
| Individuals (other than high net worth individuals) | 4,037 | $1.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 26 | 31 | increased by5 |
| Jan 1, 2026 | Clients | 4,563 | 5,042 | increased by479 |
| Jan 1, 2026 | AUM | $2,465,103,235 | $2,703,277,172 | increased by$238,173,937 |
| Jan 1, 2026 | Accounts | 4,563 | 5,043 | increased by480 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 26 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,367 | 4,563 | increased by1,196 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,590,295,908 | $2,465,103,235 | increased by$874,807,327 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,367 | 4,563 | increased by1,196 |
| Jan 1, 2022 | Employees | 16 | 21 | increased by5 |
| Jan 1, 2022 | Clients | 2,825 | 3,367 | increased by542 |
| Jan 1, 2022 | AUM | $1,063,765,143 | $1,590,295,908 | increased by$526,530,765 |
| Jan 1, 2022 | Accounts | 2,827 | 3,367 | increased by540 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GIVERNY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GIVERNY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.