Giverny Capital
Firm details
- Headquarters
- Montreal,
- CRD number
- 130640
- Registered since
- April 6, 2004
- Website
- www.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 corporate investment adviser, registered with the SEC since 2004, that manages portfolios for individuals, families and institutions. The firm charges clients on a percentage-of-assets-under-management basis and provides portfolio management across individual/small-business accounts, pooled investment vehicles, and business or institutional mandates. Giverny is not positioned as an ESG specialist and does not report multi-state adviser status. Its ownership is a mix of a foreign entity and individuals, and it identifies as an advisor rather than 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
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 6Active vs passive
$7.6M in ETFs
100%
$7.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.7M | 3,876 | 21.93% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 759 Squarevictoria St Suite 105
- Office locations
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