PPrivate Fund Data Log in Join · $37/mo

Bouvel Investment Partners, LLC

● SEC registered since 2014CRD 108436SEC# 801-79817Phoenixville, PA
Export (members)
Reg. AUM
$313.8M
Employees
4
Accounts
722
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 $313.8 million in regulatory assets under management and employs 4 people.
www.bouvel.comView on SEC.gov ↗

Bouvel Investment Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jean Pierre Georges Bouvel ControlManaging Member50-75%2000
Stephane Eric Bouvel ControlChief Compliance Officer; Member25-50%2015

Frequently asked questions

How much does Bouvel Investment Partners, LLC manage?

Bouvel Investment Partners, LLC reports $313.8 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

Address1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460
Phone610-933-3300
Fax610-933-9190
Office hours8a.m. To 4p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1839122
Discloses disciplinary historyNo

Assets under management

Discretionary$308M
Non-discretionary$5.8M
Total (RAUM)$313.8M