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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOUVEL INVESTMENT PARTNERS, LLC

CRD 108436

PHOENIXVILLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:94d5c09f-e468-67a9-da4b-59b869192171

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2011 to Jul 7, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $374MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $367M
Private client RAUM: $374MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 758
Individual clients: 110
High net worth clients: 96
SEC number: 801-79817
CIK: 1839122
CRD: 108436
Filings on the tape: 41
First filed: Nov 10, 2011
Latest filed: Jul 7, 2026
Organised: Limited Liability Company, DE
Website: bouvel.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEAN PIERRE GEORGES BOUVEL	n/a	PHOENIXVILLE, PA	26	44	n/a	no
STEPHANE ERIC BOUVEL	n/a	PARK CITY, UT \| PHOENIXVILLE, PA	21	24	1	no
Malea A Hornback	Certified Financial Planner	PHOENIXVILLE, PA \| Fernandina Beach, FL	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOUVEL, JEAN PIERRE, GEORGES	MANAGING MEMBER	D	yes	07/2000	Nov 10, 2011	Feb 29, 2024
BOUVEL, STEPHANE, ERIC	CHIEF COMPLIANCE OFFICER; MEMBER	C	yes	01/2015	Nov 10, 2011	Feb 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$374M	$367M	4	2	2	n/a	n/a
2024	Apr 7, 2025	$314M	$308M	4	2	2	n/a	n/a
2023	Feb 29, 2024	$268M	$262M	4	2	1	n/a	n/a
2022	Feb 26, 2023	$206M	$203M	4	2	1	n/a	n/a
2021	Mar 23, 2022	$278M	$274M	4	2	1	n/a	n/a
2020	Feb 1, 2021	$234M	$231M	4	2	1	n/a	n/a
2019	Mar 26, 2020	$177M	$174M	4	2	1	n/a	n/a
2018	Mar 22, 2019	$146M	$145M	2	2	1	n/a	n/a
2017	Mar 16, 2018	$138M	$136M	4	2	1	n/a	n/a
2016	Feb 26, 2017	$118M	$111M	2	2	n/a	n/a	n/a
2015	Mar 19, 2016	$108M	$100M	2	2	n/a	n/a	n/a
2014	Feb 10, 2015	$114M	$104M	2	2	n/a	n/a	n/a
2011	Feb 6, 2012	$75.2M	$69.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$374M	$314M	19.3%	$206M	22.1%	4	4	2	2

Relationships

Registered with (3)

← Malea A HornbackAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← STEPHANE ERIC BOUVELAdvisorregistration: current employment
Feb 17, 2005 to presentfactForm ADV
← JEAN PIERRE GEORGES BOUVELAdvisorregistration: current employment
Jun 30, 2000 to presentfactForm ADV

Controls (2)

← BOUVEL, JEAN PIERRE, GEORGESOwnerMANAGING MEMBER, ownership code D, individual
Nov 10, 2011 to Feb 29, 2024factForm ADV
← BOUVEL, STEPHANE, ERICOwnerCHIEF COMPLIANCE OFFICER; MEMBER, ownership code C, individual
Nov 10, 2011 to Feb 29, 2024factForm ADV

Dated events

Occurred
May 21, 2014
First Form ADV filing
Bouvel Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94d5c09f-e468-67a9-da4b-59b869192171
First observed: Nov 10, 2011
Last observed: Jul 7, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOUVEL INVESTMENT PARTNERS, LLC

CRD 108436

PHOENIXVILLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:94d5c09f-e468-67a9-da4b-59b869192171

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEAN PIERRE GEORGES BOUVEL

n/a

PHOENIXVILLE, PA

n/a

STEPHANE ERIC BOUVEL

n/a

PARK CITY, UT | PHOENIXVILLE, PA

Malea A Hornback

Certified Financial Planner

PHOENIXVILLE, PA | Fernandina Beach, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOUVEL, JEAN PIERRE, GEORGES

MANAGING MEMBER

yes

07/2000

Nov 10, 2011

Feb 29, 2024

BOUVEL, STEPHANE, ERIC

CHIEF COMPLIANCE OFFICER; MEMBER

yes

01/2015

Nov 10, 2011

Feb 29, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$374M

$367M

n/a

2024

Apr 7, 2025

$314M

$308M

n/a

2023

Feb 29, 2024

$268M

$262M

n/a

2022

Feb 26, 2023

$206M

$203M

n/a

2021

Mar 23, 2022

$278M

$274M

n/a

2020

Feb 1, 2021

$234M

$231M

n/a

2019

Mar 26, 2020

$177M

$174M

n/a

2018

Mar 22, 2019

$146M

$145M

n/a

2017

Mar 16, 2018

$138M

$136M

n/a

2016

Feb 26, 2017

$118M

$111M

n/a

2015

Mar 19, 2016

$108M

$100M

n/a

2014

Feb 10, 2015

$114M

$104M

n/a

2011

Feb 6, 2012

$75.2M

$69.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$374M

$314M

19.3%

$206M

22.1%