Investment adviser · CRD 130640

GIVERNY CAPITAL

Investment adviser filing (IA)

GIVERNY CAPITAL INC.

MONTREAL, Canada · Form ADV filed Jun 12, 2026

Regulatory AUM: $2.7B
Client accounts: 5,043
Employees: 31
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	4,037	$1,037,927,865	38.4%
Corporations & businesses	626	$932,789,060	34.5%
High-net-worth individuals	371	$705,507,628	26.1%
Retirement plans	Fewer than 5	$15,813,909	0.6%
Charities	8	$11,238,710	0.4%

Filing source

Form ADV 2112997 · Jun 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GIVERNY CAPITAL EQUITY FUNDOther Private Fund · Last reported Jun 12, 2026$1.39BGross asset value

Fund administrator NATIONAL BANK INDEPENDENT NETWORK (NBIN) MONTREAL, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG QUEBEC, Canada

Custodian NATIONAL BANK FINANCIAL INC. MONTREAL, Canada Related to adviser: No

Prime broker NATIONAL BANK INDEPENDENT NETWORK (NBIN) MONTREAL, Canada

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 85

NATIONAL BANK FINANCIAL INC.
LEI 549300D83GR71RNG0O65

Fund details & source

Fund ID: 805-3827752798
Reported beneficial owners: 4,131
Minimum commitment: $0

Form ADV 2112997 · Jun 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 12, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

759, SQUARE-VICTORIA STREET, SUITE 105
MONTREAL, H2Y 2J7, Canada

CRD 130640

Filing source

Form ADV 2112997 · Jun 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.