BOUVEL INVESTMENT PARTNERS, LLC
Adviser information for BOUVEL INVESTMENT PARTNERS, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 694 | $262.1M |
Non-Discretionary | 31 | $5.8M |
Total | 725 | $267.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 135 | $42.5M |
HNW Individuals | 88 | $225.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
1220 VALLEY FORGE ROADSUITE 43
PHOENIXVILLE
PA
United States
Monday - Friday, 8AM TO 4PM
Tel: 610-933-3300, Fax: (610) 933-9190
Websites
Chief Compliance Officer
STEPHANE BOUVEL
MEMBER
1220 VALLEY FORGE RD. SUITE 43
PHOENIXVILLE
PA
United States
Tel:
(610) 933-3300 EXT 215
Fax:
(610) 933-9190
S*******@*********M
(Full email address available in API data)
Regulatory Contact
JEAN-PIERRE BOUVEL
MANAGING MEMBER
1220 VALLEY FORGE RD. SUITE 43
PHOENIXVILLE
PA
United States
Tel:
(610) 933-3300 EXT.210
Fax:
(610) 933-9190
P*****@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BOUVEL, JEAN PIERRE, GEORGES | Individual | – | MANAGING MEMBER | 07/2000 | 50-75% |
BOUVEL, STEPHANE, ERIC | Individual | – | CHIEF COMPLIANCE OFFICER; MEMBER | 01/2015 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADAPTIVE BIOTECHNOLOGIES COR | COM | 166K | 46K | – |
ADOBE INC | COM | 4M | 7K | – |
ADVANCED MICRO DEVICES INC | COM | 2M | 15K | – |
AEHR TEST SYS | COM | 628K | 56K | – |
AEROVIRONMENT INC | COM | 3M | 17K | – |
ALPHABET INC | CAP STK CL A | 7M | 39K | – |
ALTUS POWER INC | COM CL A | 1M | 306K | – |
AMAZON COM INC | COM | 8M | 41K | – |
AMERICAN EXPRESS CO | COM | 7M | 29K | – |
ASPEN AEROGELS INC | COM | 2M | 94K | – |
AUTODESK INC | COM | 3M | 12K | – |
BLADE AIR MOBILITY INC | CL A COM | 943K | 271K | – |
BLOCK INC | CL A | 1M | 18K | – |
BOEING CO | COM | 3M | 14K | – |
BOSTON SCIENTIFIC CORP | COM | 3M | 44K | – |
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 6M | 216K | – |
CERUS CORP | COM | 475K | 270K | – |
CHARGEPOINT HOLDINGS INC | COM CL A | 472K | 312K | – |
CHIPOTLE MEXICAN GRILL INC | COM | 4M | 57K | – |
CRISPR THERAPEUTICS AG | NAMEN AKT | 1M | 22K | – |
EATON CORP PLC | SHS | 5M | 15K | – |
ELI LILLY & CO | COM | 6M | 7K | – |
ENPHASE ENERGY INC | COM | 1M | 14K | – |
FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 3M | 51K | – |
FIRST SOLAR INC | COM | 4M | 17K | – |
GE AEROSPACE | COM NEW | 4M | 24K | – |
GE VERNOVA INC | COM | 1M | 6K | – |
GENTHERM INC | COM | 1M | 28K | – |
HONEYWELL INTL INC | COM | 4M | 18K | – |
HUBSPOT INC | COM | 1M | 2K | – |
ILLUMINA INC | COM | 684K | 7K | – |
INDIE SEMICONDUCTOR INC | CLASS A COM | 862K | 140K | – |
INTUIT | COM | 6M | 10K | – |
INTUITIVE SURGICAL INC | COM NEW | 6M | 14K | – |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 5M | 144K | – |
ISHARES TR | CORE DIV GRWTH | 2M | 26K | – |
ISHARES TR | CORE S&P TTL STK | 957K | 8K | – |
ISHARES TR | PFD AND INCM SEC | 3M | 92K | – |
ISHARES TR | S&P 500 GRWT ETF | 4M | 39K | – |
ISHARES TR | SELECT DIVID ETF | 2M | 19K | – |
ITERIS INC NEW | COM | 1M | 302K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 10M | 179K | – |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2M | 33K | – |
KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 2M | 90K | – |
MARSH & MCLENNAN COS INC | COM | 3M | 13K | – |
MARVELL TECHNOLOGY INC | COM | 5M | 70K | – |
MASTEC INC | COM | 2M | 20K | – |
META PLATFORMS INC | CL A | 5M | 9K | – |
MICROSOFT CORP | COM | 9M | 19K | – |
MORGAN STANLEY | COM NEW | 3M | 26K | – |
MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 12M | 237K | – |
NVIDIA CORPORATION | COM | 10M | 85K | – |
PALANTIR TECHNOLOGIES INC | CL A | 3M | 114K | – |
PALO ALTO NETWORKS INC | COM | 7M | 21K | – |
PIMCO ETF TR | ACTIVE BD ETF | 11M | 122K | – |
PLUG POWER INC | COM NEW | 888K | 381K | – |
RTX CORPORATION | COM | 3M | 28K | – |
SABRE CORP | COM | 671K | 251K | – |
SALESFORCE INC | COM | 5M | 19K | – |
SHOPIFY INC | CL A | 1M | 18K | – |
SPDR SER TR | MSCI USA STRTGIC | 5M | 37K | – |
SPS COMM INC | COM | 3M | 18K | – |
SUPER MICRO COMPUTER INC | COM | 2M | 3K | – |
SYNCHRONOSS TECHNOLOGIES INC | COM NEW | 695K | 75K | – |
SYNOPSYS INC | COM | 5M | 8K | – |
TERADYNE INC | COM | 3M | 23K | – |
THE TRADE DESK INC | COM CL A | 3M | 32K | – |
TYLER TECHNOLOGIES INC | COM | 3M | 5K | – |
UBER TECHNOLOGIES INC | COM | 4M | 54K | – |
UNITY SOFTWARE INC | COM | 370K | 23K | – |
UNIVERSAL DISPLAY CORP | COM | 1M | 6K | – |
VANGUARD BD INDEX FDS | LONG TERM BOND | 3M | 37K | – |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 3M | 15K | – |
VANGUARD WORLD FD | EXTENDED DUR | 3M | 45K | – |
VERTIV HOLDINGS CO | COM CL A | 962K | 11K | – |
VICOR CORP | COM | 812K | 24K | – |
ZSCALER INC | COM | 3M | 17K | – |