Giverny Capital Advisors Llc
- Regulatory AUM
- $421M
- Discretionary
- $421M
- Clients
- 190
- Avg AUM / client
- $2.2M
- Accounts
- 293
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $40.1M | 9.53% |
| High net worth individuals | 96 | $286M | 68.0% |
| Other investment advisers | 1 | $5.4M | 1.28% |
| Corporations and other businesses | 7 | $67.0M | 15.9% |
| Other | 3 | $22.2M | 5.27% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Francois Rochon | Shareholder | Jan 2007 (20y) | ≈ 28.13% – 75% via Musee Giverny Capital Inc. | |
| Patrick Jean Leger | Member/Cco | CFA | Mar 2009 (17y) | 25% – 50% |
| Jean Philippe Bouchard | Registered representative | Nov 2025 (1y) | ||
| Nicolas L'ecuyer | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Giverny Capital Management Inc. | Member | Mar 2015 | A | 50% – 75% |
| Musee Giverny Capital Inc. | Shareholder | Sep 2017 | B | ≈ 37.5% – 75% via Giverny Capital Management 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. × 75% – 100% of Giverny Capital Management Inc. × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Musee Giverny Capital Inc.: 75% – 100% of Giverny Capital Management Inc. × 50% – 75% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 993 KB | 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 businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗