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| Bouvel Investment Partners LLC
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|
|---|---|
| CRD # | 108436 |
| SEC # | 801-79817 |
| CIK # | 0001839122 |
| AUM | $267.9 MM (2024-02-29) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 610-933-3300 |
| Address | 1220 Valley Forge Road Phoenixville, PA 19460 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 10.5 | |
| MSFT | 1,918,222.4 | 8.7 | |
| AMZN | 1,092,997.8 | 8.0 | |
| GOOGL | 1,475,138.5 | 7.1 | |
| PANW | 49,011.6 | 7.1 | |
| AXP | 107,077.6 | 6.7 | |
| INTU | 108,963.5 | 6.3 | |
| ISRG | 72,505.6 | 6.2 | |
| LLY | 301,789.7 | 5.9 | |
| CRM | 170,602.7 | 5.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 42.5 |
| (b) Individuals (high net worth individuals) | 88 | 225.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 267.9 |
| By Discretionary | ||
| Discretionary | 694 | 262.1 |
| Non-Discretionary | 31 | 5.8 |
| Total | 725 | 267.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.9 | |
| Total | 725 | 267.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001839122] |
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