Bouvel Investment Partners, LLC (Phoenixville)

Name: Bouvel Investment Partners, LLC
Address: 1220 Valley Forge Road, Phoenixville, PA, 19460
Telephone: 610-933-3300

Bouvel Investment Partners, LLC is a large advisory firm based in Phoenixville. It manages $146.33 million of regulatory assets for 542 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Maine, New Hampshire, and 4 other states.

Bouvel Investment Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bouvel Investment Partners: assets under management

The assets under management (AUM) of Bouvel Investment Partners, LLC is $146.33 million. The firm's AUM has grown by 298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $145.28 million in discretionary accounts and $1.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $131.19 thousand.

Bouvel Investment Partners has custody of $35.79 million in cash and securities for 27 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 54% of the total AUM. The second-largest asset type is investment and business development companies, which make up 38% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bouvel Investment Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bouvel Investment Partners serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Bouvel Investment Partners is high net worth individuals with 43 clients and $100.72 million of assets under management. Among the 13 most similar advisory firms, Bouvel Investment Partners has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $146.33 million for 170 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bouvel Investment Partners doesn't advise any private funds.

Careers at Bouvel Investment Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Pierre Georges Bouvel	Managing member	1 Jul 2000	50% - 75%	1016538
Stephane Eric Bouvel	Member; portfolio manager	1 Mar 2006	Other	4739811
Stephane Eric Bouvel	Chief compliance officer; member	1 Jan 2015	25% - 50%	4739811

Based in Phoenixville

The principal office where Bouvel Investment Partners, LLC performs its advisory services is located at 1220 Valley Forge Road, Phoenixville, PA 19460, which is also the mailing address of the firm. An additional office of the firm is in Readville, ME. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-933-3300 or by fax (610) 933-9190. The normal business hours are 8am to 4pm on Monday - Friday. You can find more information about the New York firm at bouvel.com.