Giverny Capital Inc.
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 5,042
- Avg AUM / client
- $536K
- Accounts
- 5,043
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,037 | $1.0B | 38.4% |
| High net worth individuals | 371 | $706M | 26.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $15.8M | 0.58% |
| Charitable organizations | 8 | $11.2M | 0.42% |
| Corporations and other businesses | 626 | $933M | 34.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Giverny Capital Equity Fund | Other Private Fund | Canada | $1.2B | 3,682 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Francois Rochon | Ceo | Jan 1998 (29y) | ≈ 7.5% – 25% via Musee Giverny Capital Inc. | |
| Jean Philippe Bouchard | Vp | Aug 2007 (19y) | ≈ 7.5% – 25% via 9186 0841 Quebec Inc. | |
| Campeau, François | Chief Compliance Officer | Dec 2018 (8y) | Less than 5% | |
| Nicolas L'ecuyer | Registered representative | Jun 2023 (3y) | ||
| Sébastien Genest Roy | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Musee Giverny Capital Inc. | Shareholder | Jan 2007 | A | 10% – 25% |
| 9186 0841 Quebec Inc. | Shareholder | Feb 2008 | A | 10% – 25% |
| Hms Corporation Inc. | Shareholder | Apr 2015 | A | 5% – 10% |
| Séguin, Marc | Shareholder | Mar 2014 | B | ≈ 3.75% – 10% via Hms Corporation Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Francois Rochon: 75% – 100% of Musee Giverny Capital Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Jean Philippe Bouchard: 75% – 100% of 9186 0841 Quebec Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Séguin, Marc: 75% – 100% of Hms Corporation Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Giverny Capital Equity Fund | Other Private Fund | $1.2B | $0 | 3,682 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Financial Inc. $2.3B (85% of AUM) Jun 2026
- RBC $114M (11% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗