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Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC is an independent investment adviser headquartered in Phoenixville, Pennsylvania. Founded in 2011, the firm serves primarily high net worth individuals as well as other retail clients, offering personalized financial planning and investment management. The firm employs 4 professionals and focuses on providing customized investment solutions to meet the unique needs and goals of its clients.
Investment Strategy
Bouvel Investment Partners delivers tailored investment portfolios for each client, focusing on long-term growth and capital preservation. The firm invests primarily in publicly traded equities, with significant allocations to technology and large-cap US stocks, as indicated by holdings in companies like NVIDIA, Microsoft, Amazon, and Alphabet. Approximately 85% of their AUM comes from high net worth individuals, emphasizing discretionary, holistic planning and regularly rebalanced diversified portfolios. Their investment philosophy centers on understanding each client's financial objectives and building a strategy aligned with those needs.
Latest 13F Filing Activity
Bouvel Investment Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 77 equity positions with a total 13F market value of $327M. The fund increased holdings in Intel Corp., Snowflake Inc., Ishares TR among other positions. Bouvel Investment Partners, LLC reduced exposure to Autodesk Inc., Palantir Technologies Inc., Proshares TR among others.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOND | PIMCO ETF TR | 4.35% | $14.2M | 152,100 | $89.67 | $93.35 | +$1.9M |
E EVTR | MORGAN STANLEY ETF TRUST | 3.80% | $12.4M | 241,427 | $49.54 | $51.45 | -$353.2K |
N NVDA | NVIDIA CORPORATION | 3.59% | $11.7M | 62,922 | $23.93 | $186.58 | -$419.1K |
A AVGO | BROADCOM INC | 3.55% | $11.6M | 35,175 | $275.65 | $329.91 | +$1.8M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.36% | $11.0M | 261,301 | $39.49 | $42.03 | +$322.0K |
Industry Allocation
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