Data / Investment advisers / Giverny Capital
Giverny Capital, Montreal, Canada: $2.7 billion AUM, SEC registered investment adviser
Giverny Capital is an SEC registered investment adviser with its main office in Montreal, Canada and reports $2.7 billion in regulatory assets under management in its Form ADV filed June 12, 2026. Its clients include individuals, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 130640
- SEC file number
- 801-62943
- SEC status
- Approved, effective April 6, 2004
- Legal name
- Giverny Capital Inc.
- Main office
- 759, Square-Victoria Street, Suite 105, Montreal, Canada H2Y 2J7
- Phone
- (514) 842-5589
- Website
- givernycapital.com
- Regulatory AUM
- $2,703,277,172 in the Form ADV filed June 12, 2026
- Discretionary AUM
- $2,703,277,172
- Accounts
- 5,043
- Employees
- 31, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $1,386,689,211
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 4,037 | $1.04 billion |
| Corporations or other businesses | 626 | $932.8 million |
| High net worth individuals | 371 | $705.5 million |
| Pension and profit sharing plans | Fewer than 5 | $15.8 million |
| Charitable organizations | 8 | $11.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $2.70 billion | December 24, 2025 |
| December 1, 2025 | $2.47 billion | December 24, 2024 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Giverny Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.