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| Bouvel Investment Partners LLC
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|---|---|
| CRD # | 108436 |
| SEC # | 801-79817 |
| CIK # | 0001839122 |
| AUM | 374.4 M (2026-05-05) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 610-933-3300 |
| Address | 1220 Valley Forge Road Phoenixville, PA 19460 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marvell Technology Inc | 21.3 | ||
| Intel Corp | 17.6 | ||
| Nvidia Corp | 12.7 | ||
| Datadog Inc | 10.9 | ||
| Palo Alto Networks Inc | 10.6 | ||
| Broadcom Inc | 10.0 | ||
| Amazon Com Inc | 9.9 | ||
| AbbVie Inc | 9.5 | ||
| Vicor Corp | 9.3 | ||
| General Electric Co | 9.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 40.1 |
| (b) Individuals (high net worth individuals) | 96 | 334.4 |
| (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 | 758 | 374.4 |
| By Discretionary | ||
| Discretionary | 726 | 367.4 |
| Non-Discretionary | 32 | 7.1 |
| Total | 758 | 374.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.4 | |
| Total | 758 | 374.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839122] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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