Bouvel Investment Partners, LLC

RIASEC Registered

Total AUM

$374M

Discretionary

$367M

98% of AUM

Avg account

$494K

Accounts

758

Employees

4

Advisory reps

3

Firm details

Headquarters: Phoenixville, Pennsylvania
CRD number: 108436
Registered since: June 3, 2014
Website: bouvel.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI89.3%
Individuals10.7%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bouvel Investment Partners, LLC is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. The firm is SEC-registered (registered in 2014) and provides financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes AUM-based fees with hourly charges. Bouvel reports a preference for equity-oriented strategies, does not identify as an active ESG investor, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Public Funds/Mutual Funds29%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 28

Active vs passive

$140M in ETFs

Passive

41%

$57.6M

Active

58%

$82.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
PGIM ULTRA SHORT BOND ETF (PULS)	PGIM	Active	Ultrashort Bond	$16.1M	324,769	11.49%

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Primary office

Phoenixville, PA

Chester

Location

Phoenixville, PA

Headquartered in Phoenixville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Chester
Address: 1220 Valley Forge Rd
Time zone: ET (UTC-5)
Office locations

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