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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 7 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bouvel Investment Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bouvel Investment Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bouvel Investment Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bouvel Investment Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bouvel Investment Partners get paid?","answer":"Bouvel Investment Partners is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}