Giverny Capital
Firm details
- Headquarters
- Montreal,
- CRD number
- 130640
- Registered since
- April 6, 2004
- Website
- givernycapital.com
- Custodians
- NATIONAL BANK INDEPENDENT NETWORK (NBIN)
- Fee structure
- Percentage of AUM
- Client types
- Individuals38.4%
- Corporations / Businesses34.51%
- HNWI26.1%
- Pension & Profit Sharing Plans0.58%
- Charitable Organizations0.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Giverny Capital is a SEC-registered advisory corporation that has operated since 2004. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. It provides discretionary portfolio management for individuals and small businesses, manages pooled investment vehicles, and offers portfolio management services to businesses and institutions. The firm does not identify as an active ESG investor, is not multistate-registered, and is not described as a pension consultant or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds51%
- Exchange Traded Equities46%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
François Campeau
Chief Compliance OfficerCRD 7042138
Contacts
3 of 4
Jean-philippe Bouchard
Vice President & Portfolio ManagerCRD 5872436
Nicolas L'ecuyer
Business Development DirectorCRD 6504100
Francois Rochon
President and Portfolio ManagerCRD 4763502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$5.7M in ETFs
100%
$5.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.5M | 3,876 | 43.74% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 759 Squarevictoria St Suite 105
- Office locations
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