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BOUVEL INVESTMENT PARTNERS, LLC

dba BOUVEL INVESTMENT PARTNERS, LLC · CRD 108436 · Registered Investment Adviser

BOUVEL INVESTMENT PARTNERS, LLC is a Registered Investment Adviser headquartered in PHOENIXVILLE, PA. The firm reports $374,449,027 in regulatory assets under management across 758 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$367,377,405
Non-discretionary$7,071,622
Total RAUM$374,449,027
Accounts758

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 108436. adviserinfo.sec.gov/firm/summary/108436.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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