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Giverny Capital Inc.

● SEC registered since 2004CRD 130640SEC# 801-62943Montreal
Export (members)
Ranks #1,857 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.7B
Fund GAV
$1.39B
Private funds
1
Employees
31
Accounts
5,043
Location
Montreal

Giverny Capital Inc. assets under management

Giverny Capital Inc. is an SEC-registered investment adviser based in Montreal. The firm has been registered since 2004. It reports $2.7 billion in regulatory assets under management and employs 31 people. Giverny Capital Inc. manages 1 private fund with combined gross assets of $1.4 billion, including Giverny Capital Equity Fund. By regulatory assets, it ranks 1,857 of 6,004 private fund managers.

Giverny Capital Inc. private funds

1 funds · $1.39B GAV
FundTypeGross assetsMin.
Giverny Capital Equity FundOther Private$1.39B

Giverny Capital Inc. owners & executives

10 reported
NameTitleOwnershipSince
9186-0841 Quebec Inc.Shareholder10-25%2008
Francois Rochon ControlCeo50-75%1998
Hms Corporation Inc.Shareholder5-10%2015
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Frequently asked questions

How much does Giverny Capital Inc. manage?

Giverny Capital Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Giverny Capital Inc. manage?

Giverny Capital Inc. manages 1 private funds with combined gross assets of $1.4 billion.

How many employees does Giverny Capital Inc. have?

Giverny Capital Inc. reports 31 employees.

Where is Giverny Capital Inc. located?

Giverny Capital Inc. is based in Montreal and has been SEC-registered since 2004.

Does Giverny Capital Inc. disclose fund performance?

Giverny Capital Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address759, Square-Victoria Street, Suite 105, Montreal H2Y 2J7
Phone514-842-5589
Fax514-842-3532
Office hours9H00a.m.-5H00p.m.
SEC regionHQ
CIK1641864
Discloses disciplinary historyNo

Regulatory AUM

$2.7BNo change
Dec '25 — $2.7BJan '26 — $2.7BFeb '26 — $2.7BMar '26 — $2.7BApr '26 — $2.7BMay '26 — $2.7BJun '26 — $2.7B
Dec '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 31%
Larger than 69% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$2.7Bregulatory AUM
Discretionary $2.7B