SourcingSourcing

BOUVEL INVESTMENT PARTNERS, LLC

B61
CRD 108436·SEC 801-79817·PHOENIXVILLE, PA
AUM
$374.4M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOUVEL INVESTMENT PARTNERS, LLC
CRD
108436
SEC file #
801-79817
EIN
251851431
DBA names
—

Economics

AUM
$374.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$146.3M → $374.4M▲ +156%
Client mix
Individuals Other110
Individuals High Net Worth96

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PHOENIXVILLE PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
bouvel.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOUVEL, JEAN PIERRE, GEORGES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOUVEL, JEAN PIERRE, GEORGES
BOUVEL, STEPHANE, ERIC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOUVEL.COM
Rdap Domain Creation Date
2008-11-19T11:42:53Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001839122
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2021-02-02
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001839122-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
1220 VALLEY FORGE ROADSUITE 43PHOENIXVILLE, PA 19460
Business
1220 VALLEY FORGE ROADSUITE 43PHOENIXVILLE, PA 19460
Edgar EIN
251851431
Edgar Recent Filings
13F-HR2026-04-10 · 0001839122-26-000003
13F-HR2026-01-23 · 0001839122-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-11-19T11:42:53Z
Rdap Domain Last Changed
2025-10-20T06:35:52Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1016538
Trust Company Affiliate
No

People (3)

3
BOUVEL, JEAN PIERRE, GEORGES
IAR · Direct Owner · 62.5%
1016538
BOUVEL, STEPHANE, ERIC
IAR · Direct Owner · 37.5%
4739811
Malea A Hornback
IAR
2497140