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 privately held advisory corporation registered with the SEC since 2004 that manages portfolios for both individual/family clients and institutional entities. The firm charges fees based on a percentage of assets under management and provides portfolio management across individual/small business relationships, pooled investment vehicles, and business or institutional accounts. Ownership is reported as a combination of foreign entity and individual interests. The adviser does not identify as an active ESG investor and is not a multi-state adviser.
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
Sébastien Genest-roy
Investment AdvisorCRD 7232815
Jean-philippe Bouchard
Vice President & Portfolio ManagerCRD 5872436
Nicolas L'ecuyer
Business Development DirectorCRD 6504100
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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