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Building 2GIVERNY CAPITAL

Map pinMONTREAL
Phone514-842-5589
NotebookSEC #801-62943
Total AUM
$2.7B
Employees
31
Clients
5,043

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
759, SQUARE-VICTORIA STREET, SUITE 105
MONTREAL
H2Y 2J7
Canada
Operating Hours
9H00AM-5H00PM
Monday - Friday
Phone
514-842-5589

ReceiptFinancials

Total AUM
$2.7B
Accounts
5,043
Discretionary
$2.7B
Accounts
5,043
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,037
AUM
$1B
HNW Individual Clients
371
AUM
$705.5M
Pension/Profit Sharing Plan Clients
1
AUM
$15.8M
Charitable Organization Clients
8
AUM
$11.2M
Corporation or Business Clients
626
AUM
$932.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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