BOUVEL INVESTMENT PARTNERS, LLC
CRD #108436 SEC #801-79817 PHOENIXVILLE, PA 610-933-3300
SEC Registered
Total AUM
$313.8M
Discretionary
$308M
Employees
4
Clients
10
Accounts
722
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $313.8M | $308M | $5.8M | 4 | 0 |
| Mar 2025 | $313.8M | $308M | $5.8M | 4 | 0 |
| Feb 2024 | $267.9M | $262.1M | $5.8M | 4 | 0 |
| Feb 2023 | $205.8M | $202.8M | $2.9M | 4 | 0 |
| Jan 2023 | $278.5M | $274.4M | $4.1M | 4 | 0 |
| Jun 2022 | $278.5M | $274.4M | $4.1M | 4 | 0 |
| May 2022 | $278.5M | $274.4M | $4.1M | 4 | 0 |
| Mar 2022 | $278.5M | $274.4M | $4.1M | 4 | 0 |
| Nov 2021 | $234.3M | $230.5M | $3.8M | 4 | 0 |
| Feb 2021 | $234.3M | $230.5M | $3.8M | 4 | 0 |
| Dec 2020 | $177.2M | $174M | $3.1M | 4 | 0 |
| Jun 2020 | $177.2M | $174M | $3.1M | 4 | 0 |
| Jun 2020 | $177.2M | $174M | $3.1M | 4 | 0 |
| Mar 2020 | $177.2M | $174M | $3.1M | 4 | 0 |
| Oct 2019 | $146.3M | $145.3M | $1M | 2 | 0 |
| Apr 2019 | $146.3M | $145.3M | $1M | 2 | 0 |
| Mar 2019 | $146.3M | $145.3M | $1M | 2 | 0 |
| Oct 2018 | $138.3M | $135.7M | $2.7M | 4 | 0 |
| Mar 2018 | $138.3M | $135.7M | $2.7M | 4 | 0 |
| May 2017 | $117.7M | $111.4M | $6.3M | 2 | 200 |
| Feb 2017 | $117.7M | $111.4M | $6.3M | 2 | 200 |
| Aug 2016 | $107.8M | $100.3M | $7.5M | 2 | 200 |
| Jul 2016 | $107.8M | $100.3M | $7.5M | 2 | 200 |
| Jul 2016 | $107.8M | $100.3M | $7.5M | 2 | 200 |
| May 2016 | $107.8M | $100.3M | $7.5M | 2 | 200 |
| Mar 2016 | $107.8M | $100.3M | $7.5M | 2 | 200 |
| Mar 2015 | $114.5M | $104.1M | $10.4M | 2 | 200 |
| Feb 2015 | $114.5M | $104.1M | $10.4M | 2 | 200 |
| Jun 2014 | $106.6M | $94.2M | $12.4M | 2 | 200 |
| May 2014 | $106.6M | $94.2M | $12.4M | 2 | 200 |
| Jul 2012 | $75.2M | $69.1M | $6M | 1 | 200 |
| Jun 2012 | $75.2M | $69.1M | $6M | 1 | 200 |
| Jun 2012 | $75.2M | $69.1M | $6M | 1 | 200 |
| Feb 2012 | $75.2M | $69.1M | $6M | 1 | 200 |
| Feb 2012 | $75.2M | $69.1M | $6M | 1 | 200 |
| Nov 2011 | $70.6M | $69.8M | $858.6K | 1 | 101 |
| Feb 2009 | $36.8M | $34.2M | $2.6M | 5 | -- |
| Mar 2008 | $45.8M | $42.5M | $3.3M | 5 | -- |
| Mar 2007 | $32.7M | $26.3M | $6.4M | 5 | -- |
| Nov 2006 | $27.8M | $21.2M | $6.6M | 5 | -- |
| Oct 2003 | $14.7M | $14.7M | $0 | 5 | -- |
| Mar 2002 | $26.7M | $12M | $14.7M | 5 | -- |
| May 2001 | $36.5M | $13.2M | $23.3M | 5 | -- |
DateApr 2025
Total AUM$313.8M
Discretionary$308M
Non-Disc.$5.8M
Employees4
Clients0
DateMar 2025
Total AUM$313.8M
Discretionary$308M
Non-Disc.$5.8M
Employees4
Clients0
DateFeb 2024
Total AUM$267.9M
Discretionary$262.1M
Non-Disc.$5.8M
Employees4
Clients0
DateFeb 2023
Total AUM$205.8M
Discretionary$202.8M
Non-Disc.$2.9M
Employees4
Clients0
DateJan 2023
Total AUM$278.5M
Discretionary$274.4M
Non-Disc.$4.1M
Employees4
Clients0
DateJun 2022
Total AUM$278.5M
Discretionary$274.4M
Non-Disc.$4.1M
Employees4
Clients0
DateMay 2022
Total AUM$278.5M
Discretionary$274.4M
Non-Disc.$4.1M
Employees4
Clients0
DateMar 2022
Total AUM$278.5M
Discretionary$274.4M
Non-Disc.$4.1M
Employees4
Clients0
DateNov 2021
Total AUM$234.3M
Discretionary$230.5M
Non-Disc.$3.8M
Employees4
Clients0
DateFeb 2021
Total AUM$234.3M
Discretionary$230.5M
Non-Disc.$3.8M
Employees4
Clients0
DateDec 2020
Total AUM$177.2M
Discretionary$174M
Non-Disc.$3.1M
Employees4
Clients0
DateJun 2020
Total AUM$177.2M
Discretionary$174M
Non-Disc.$3.1M
Employees4
Clients0
DateJun 2020
Total AUM$177.2M
Discretionary$174M
Non-Disc.$3.1M
Employees4
Clients0
DateMar 2020
Total AUM$177.2M
Discretionary$174M
Non-Disc.$3.1M
Employees4
Clients0
DateOct 2019
Total AUM$146.3M
Discretionary$145.3M
Non-Disc.$1M
Employees2
Clients0
DateApr 2019
Total AUM$146.3M
Discretionary$145.3M
Non-Disc.$1M
Employees2
Clients0
DateMar 2019
Total AUM$146.3M
Discretionary$145.3M
Non-Disc.$1M
Employees2
Clients0
DateOct 2018
Total AUM$138.3M
Discretionary$135.7M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2018
Total AUM$138.3M
Discretionary$135.7M
Non-Disc.$2.7M
Employees4
Clients0
DateMay 2017
Total AUM$117.7M
Discretionary$111.4M
Non-Disc.$6.3M
Employees2
Clients200
DateFeb 2017
Total AUM$117.7M
Discretionary$111.4M
Non-Disc.$6.3M
Employees2
Clients200
DateAug 2016
Total AUM$107.8M
Discretionary$100.3M
Non-Disc.$7.5M
Employees2
Clients200
DateJul 2016
Total AUM$107.8M
Discretionary$100.3M
Non-Disc.$7.5M
Employees2
Clients200
DateJul 2016
Total AUM$107.8M
Discretionary$100.3M
Non-Disc.$7.5M
Employees2
Clients200
DateMay 2016
Total AUM$107.8M
Discretionary$100.3M
Non-Disc.$7.5M
Employees2
Clients200
DateMar 2016
Total AUM$107.8M
Discretionary$100.3M
Non-Disc.$7.5M
Employees2
Clients200
DateMar 2015
Total AUM$114.5M
Discretionary$104.1M
Non-Disc.$10.4M
Employees2
Clients200
DateFeb 2015
Total AUM$114.5M
Discretionary$104.1M
Non-Disc.$10.4M
Employees2
Clients200
DateJun 2014
Total AUM$106.6M
Discretionary$94.2M
Non-Disc.$12.4M
Employees2
Clients200
DateMay 2014
Total AUM$106.6M
Discretionary$94.2M
Non-Disc.$12.4M
Employees2
Clients200
DateJul 2012
Total AUM$75.2M
Discretionary$69.1M
Non-Disc.$6M
Employees1
Clients200
DateJun 2012
Total AUM$75.2M
Discretionary$69.1M
Non-Disc.$6M
Employees1
Clients200
DateJun 2012
Total AUM$75.2M
Discretionary$69.1M
Non-Disc.$6M
Employees1
Clients200
DateFeb 2012
Total AUM$75.2M
Discretionary$69.1M
Non-Disc.$6M
Employees1
Clients200
DateFeb 2012
Total AUM$75.2M
Discretionary$69.1M
Non-Disc.$6M
Employees1
Clients200
DateNov 2011
Total AUM$70.6M
Discretionary$69.8M
Non-Disc.$858.6K
Employees1
Clients101
DateFeb 2009
Total AUM$36.8M
Discretionary$34.2M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2008
Total AUM$45.8M
Discretionary$42.5M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2007
Total AUM$32.7M
Discretionary$26.3M
Non-Disc.$6.4M
Employees5
Clients--
DateNov 2006
Total AUM$27.8M
Discretionary$21.2M
Non-Disc.$6.6M
Employees5
Clients--
DateOct 2003
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$26.7M
Discretionary$12M
Non-Disc.$14.7M
Employees5
Clients--
DateMay 2001
Total AUM$36.5M
Discretionary$13.2M
Non-Disc.$23.3M
Employees5
Clients--