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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.