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| Happy Holidays!! thanks for using AUM13F!! |
| Bouvel Investment Partners LLC
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| CRD # | 108436 |
| SEC # | 801-79817 |
| CIK # | 0001839122 |
| AUM | $313.8 M (2025-04-07) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 610-933-3300 |
| Address | 1220 Valley Forge Road Phoenixville, PA 19460 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839122 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.2 | ||
| Palantir Technologies Inc | 12.0 | ||
| Microsoft Corp | 9.9 | ||
| Broadcom Inc | 9.8 | ||
| Amazon Com Inc | 9.2 | ||
| Intuitive Surgical Inc | 7.8 | ||
| Intuit Inc | 7.7 | ||
| Facebook Inc | 7.0 | ||
| KKR & Co LP | 6.6 | ||
| Palo Alto Networks Inc | 6.4 | ||
| General Electric Co | 6.3 | ||
| Fiserv Inc | 6.1 | ||
| Marvell Technology Inc | 5.6 | ||
| Salesforce Com Inc | 5.4 | ||
| Eaton Corp Ltd | 5.4 | ||
| Lilly Eli & Co | 5.3 | ||
| Uber Technologies Inc | 5.1 | ||
| Boston Scientific Corp | 4.9 | ||
| Honeywell International Inc | 4.3 | ||
| Alphabet Inc | 4.3 | ||
| United Technologies Corp /DE/ | 4.2 | ||
| Synopsys Inc | 4.1 | ||
| Kratos Defense & Security Solutions Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 39.7 |
| (b) Individuals (high net worth individuals) | 97 | 274.1 |
| (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 | 722 | 313.8 |
| By Discretionary | ||
| Discretionary | 693 | 308.0 |
| Non-Discretionary | 29 | 5.8 |
| Total | 722 | 313.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.8 | |
| Total | 722 | 313.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839122] |
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