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- Custodian
- BNY Mellon · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2000
- Office Locations
- 2
Office Locations
About Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC is a retail-focused RIA in Phoenixville, PA providing financial planning and portfolio construction, including estate planning, insurance and business succession support for individuals such as entrepreneurs. Portfolios lean heavily on ETFs and index funds alongside mutual funds and fixed income, with some private equity and annuity exposure. Custody relationships include Fidelity/NFS and Pershing.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
JEAN PIERRE GEORGES BOUVEL
Managing Member, President
- CRD
- #1016538
- Ownership
- 50% but less than 75%
STEPHANE ERIC BOUVEL
Chief Compliance Officer
- CRD
- #4739811
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Malea A Hornback
--
- CRD
- #2497140
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $367,377,405 | $506,029 |
| Non-Discretionary | $7,071,622 | $220,988 |
| Total | $374,449,027 | $493,996 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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