Giverny Capital is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 24, 2025, reports $2.7B in regulatory assets under management, 31 employee, and 5,043 accounts.
Assets Under Management
$2.7B
Employees
31
Offices
--
Total Clients
5,042
Primary office
MONTREAL
759, SQUARE-VICTORIA STREET, SUITE 105, MONTREAL, Canada
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
4,037
2
Corporations
12.4%
626
3
HNWI
7.4%
371
4
Charitable
0.2%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of December 24, 2025
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts5,043
10Y AUM Change+$2.2B (+417.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee163:1
10Y Employee Change+23 (+287.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.