Bouvel Investment Partners, LLC
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Jean Pierre Bouvel
Managing Member and FounderCRD 1016538
Stephane Bouvel
PartnerCRD 4739811
Malea Hornback
Financial PlannerCRD 2497140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$140M in ETFs
41%
$57.6M
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% |
Location
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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