Bouvel Investment Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Bouvel Investment Partners reports 206 clients. They include 110 individual clients and 96 high-net-worth individuals. Of its assets, 98.1% ($367M across 726 accounts) are managed with discretion; $7.07M across 32 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 11% |
| High-net-worth individuals | 47% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 110 | $40.1M | 10.7% | $364K |
| High-net-worth individuals | 96 | $334M | 89.3% | $3.48M |
| Total | 206 | $374M | 100% | $1.82M |
- Clients
- 110
- Regulatory AUM
- $40.1M
- AUM share
- 10.7%
- Avg. per client
- $364K
- Clients
- 96
- Regulatory AUM
- $334M
- AUM share
- 89.3%
- Avg. per client
- $3.48M
Total
- Clients
- 206
- Regulatory AUM
- $374M
- AUM share
- 100%
- Avg. per client
- $1.82M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Bouvel Investment Partners charges 0.50%–1.75% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting (stand-alone)
- Stand-alone financial planning and consulting is negotiable, generally $250 to $350 an hour, depending on the level and scope of services.
Jean Pierre Bouvel owns 50% to 75% of Bouvel Investment Partners. The leadership team of Bouvel Investment Partners includes Chief Compliance Officer Stephane Bouvel. It has 4 employees, 2 of them in advisory roles.
Leadership
- Stephane BouvelChief Compliance Officer; Member
- Jean Pierre BouvelManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jean Pierre Georges Bouvel
- Stephane Eric Bouvel
- Malea A Hornback
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Bouvel Investment Partners, LLC
Jean Pierre Bouvel
Control person · since July 2000
- Owns 25% to 50% of Bouvel Investment Partners, LLC
Stephane Bouvel
Control person · since January 2015
Bouvel Investment Partners’ regulatory assets grew 1.6× from $234M (February 2021) to $374M (July 2026); clients rose from 190 to 206 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $374M | 206 | 4 | 3 |
| April 2025 | $314M | 214 | 4 | 3 |
| February 2024 | $268M | 223 | 4 | 2 |
| February 2023 | $206M | 218 | 4 | 2 |
| June 2022 | $278M | 205 | 4 | 2 |
| February 2021 | $234M | 190 | 4 | 2 |
Besides its headquarters, Bouvel Investment Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Pennsylvania and Utah.
Pennsylvania · 1 listed address
- 1220 Valley Forge Road, Suite 43, PhoenixvilleHQ
Utah · 1 listed address
- 1090 Center Drive, Park City
Contact and registration details
- Legal name
- Bouvel Investment Partners, LLC
- Headquarters
- 1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460
- Website
- bouvel.com
- Phone
- 610-933-3300
- SEC file
- 801-79817
- Founded
- 2000
- Structure
- Delaware LLC
- Fiscal year end
- December
Bouvel Investment Partners uses Pershing ($369M) as custodian for its separately managed accounts. Bouvel Investment Partners does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $369M100%
At year end, Bouvel Investment Partners’ separately managed accounts were mostly in stocks (66%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $442M across 84 positions; the largest are Marvell Technology Inc. (4.8%), Intel Corp. (4.0%) and Pimco ETF TR (3.4%).
What the accounts hold
- Stocks66%
- Funds29%
- Cash5%
Reported 13F holdings
- $442M
- Reported 13F value
- 84
- Positions
- 31.4%
- In the 10 largest
- +28.3%
- Value vs. prior quarter
- Marvell Technology Inc.4.8%
- Intel Corp.4.0%
- Pimco ETF TR · Active BD ETF3.4%
- Capital Group Dividend Value · Shs Creat Unit3.3%
- Morgan Stanley ETF Trust · Eato Vanc BD ETF3.2%
- Nvidia Corporation2.9%
- Capital Grp Fixed Incm ETF T · US Multi-sector2.6%
- Invesco Exchange Traded FD T · Rafi US 1000 ETF2.5%
- Datadog Inc. · CL A2.5%
- Palo Alto Networks Inc.2.4%
Together, the ten largest are 31.4% of reported value.
How many clients does Bouvel Investment Partners have?
Bouvel Investment Partners has 206 clients and manages $374 million for them, as of July 2026. They include 110 individual clients and 96 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Bouvel Investment Partners offer?
Bouvel Investment Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Bouvel Investment Partners charge?
Bouvel Investment Partners charges 0.50%–1.75% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 7 July 2026
Which custodians does Bouvel Investment Partners use?
Bouvel Investment Partners’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $369M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Bouvel Investment Partners have?
Bouvel Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bouvel Investment Partners invest in?
At the end of its last fiscal year, Bouvel Investment Partners’ separately managed accounts held 66% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bouvel Investment Partners?
Bouvel Investment Partners’ direct owners are Jean Pierre Bouvel (50% to 75%) and Stephane Bouvel (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Bouvel Investment Partners get paid?
Bouvel Investment Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bouvel Investment Partners?
Bouvel Investment Partners’ main office is at 1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460. Its phone number is 610-933-3300. Its website is bouvel.com.