Giverny Capital is a fund manager in Montreal with $1.38 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
980653474
SEC advisor number
801-62943
FINRA CRD number
130640
AUM ?
$1.38 bn
(as of 29 Jun 23)
Accounts
3,847
(as of 29 Jun 23)
Employees
22
(6 investment advisory or research)
Address
Giverny Capital
759 SQUARE-VICTORIA - 105
MONTREAL
A8 H2Y 2J7
759 SQUARE-VICTORIA - 105
MONTREAL
A8 H2Y 2J7
Office hours
Monday - Friday, 9H00AM-5H00PM
Phone
514-842-5589
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rochon, Francois | CEO | 01/1998 | 50-75% |
Bouchard, Jean-philippe | VP | 01/2010 | < 5% |
Musee Giverny Capital Inc. | Shareholder | 01/2007 | 10-25% |
9186-0841 Quebec Inc. | Shareholder | 02/2008 | 10-25% |
HMS Corporation Inc. | Shareholder | 04/2015 | 5-10% |
Rochon, Francois | Shareholder | 01/2007 | > 75% |
Bouchard, Jean-philippe | Shareholder | 08/2007 | > 75% |
Seguin, Marc | Shareholder | 03/2014 | > 75% |
Campeau, Francois | Chief Compliance Officer | 12/2018 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Giverny Capital | $1.38 bn | |
Giverny Capital Equity Fund | $687.88 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22