Bouvel Investment Partners, LLC
● SEC registered since 2014CRD 108436SEC# 801-79817Phoenixville, PA
Reg. AUM
$374.4M
Employees
4
Accounts
758
Location
Phoenixville, PA
Bouvel Investment Partners, LLC assets under management
Bouvel Investment Partners, LLC is an SEC-registered investment adviser based in Phoenixville, PA. The firm has been registered since 2014. It reports $374.4 million in regulatory assets under management and employs 4 people.
Bouvel Investment Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jean Pierre Georges Bouvel Control | Managing Member | 50-75% | 2000 |
| Stephane Eric Bouvel Control | Chief Compliance Officer; Member | 25-50% | 2015 |
Frequently asked questions
How much does Bouvel Investment Partners, LLC manage?
Bouvel Investment Partners, LLC reports $374.4 million in regulatory assets under management on its Form ADV.
How many employees does Bouvel Investment Partners, LLC have?
Bouvel Investment Partners, LLC reports 4 employees.
Where is Bouvel Investment Partners, LLC located?
Bouvel Investment Partners, LLC is based in Phoenixville, PA and has been SEC-registered since 2014.
Does Bouvel Investment Partners, LLC disclose fund performance?
Bouvel Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460 |
| Phone | 610-933-3300 |
| Fax | 610-933-9190 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1839122 |
| Discloses disciplinary history | No |
Regulatory AUM
$374.4M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$374.4Mregulatory AUM
Discretionary $367.4MNon-discretionary $7.1M