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Jean-philippe Bouchard

Giverny Capital

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About Jean-philippe Bouchard

Jean-philippe Bouchard is an investment advisor registered with Giverny Capital and Giverny Capital Advisors. Jean-philippe Bouchard has been with Giverny Capital since June 2003. Jean-philippe Bouchard is licensed to provide investment advice in California and Florida and has passed the Series 65 exam.

Firm Information

Jean-philippe Bouchard is currently registered with Giverny Capital. Giverny Capital is a Montreal, Canada-based investment advisor with approximately $2,465,103,235 in regulatory assets under management. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. Giverny Capital has 4,563 total accounts with 3,583 individual clients, 556 corporate clients, and 7 charitable organization clients.
Giverny Capital

759, SQUARE-VICTORIA STREET, SUITE 105

MONTREAL, H2Y 2J7

$2.47B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jean-philippe Bouchard’s Registration & Firm History

NA

09/17/2015 - Present

Giverny Capital (MONTREAL )

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Licenses & Designations

IA

Issued 08/22/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jean-philippe Bouchard.
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