PHOENIXVILLE, PACRD 108436Latest ADV March 26, 2026
Bouvel Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenixville, PA. Its latest Form ADV filing, dated March 26, 2026, reports $374M in regulatory assets under management, 4 employees, 2 offices, and 758 accounts.
Assets Under Management
$374M
Employees
4
Offices
2 offices
Total Clients
206
Primary office
PHOENIXVILLE, PA
1220 VALLEY FORGE ROAD, SUITE 43, PHOENIXVILLE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.4% of total clients.
Top client categories% of clientsClients
1
Individuals
53.4%
110
2
HNWI
46.6%
96
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$374Mas of March 26, 2026
Discretionary98.1%
$367M
98% of total RAUM98.1%
Non-discretionary1.9%
$7M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$374M
Total Accounts758
10Y AUM Change+$257M (+218.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee52:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.