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Bouvel Investment Partners

Bouvel Investment Partners is an investment advisor in Phoenixville with $234.31M assets under management.

Company profile

Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
251851431
SEC advisor number
801-79817
FINRA CRD number
108436
AUM ?
$234.31M (as of 17 Nov 21)
Accounts
615 (as of 17 Nov 21)
Employees
4 (2 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 62 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$6.98M 24.76K 24.12K +2.6
$6.37M 123.43K 121.01K +2.0
$6.05M 2.26K 2.23K +1.7
$5.98M 1.82K 1.78K +2.1
$5.22M 32.98K 33.06K -0.2
$5.01M 56.25K 55.1K +2.1
$4.94M 18.99K 18.7K +1.5
$4.75M 9.91K 9.78K +1.4
$4.74M 8.31K 8.48K -2.0
$4.71M 17.35K 16.89K +2.8
$4.63M 8.57K 8.45K +1.5
$4.35M 25.97K 25.29K +2.7
$4.06M 4.08K 4.02K +1.7
$3.98M 75.75K 74.59K +1.6
$3.65M 15.23K 15.54K -2.0
$3.62M 78.01K 76.89K +1.5
$3.48M 81.96K 79.82K +2.7
$3.47M 16.35K 16.1K +1.5
$3.37M 5.86K 5.93K -1.2
$3.31M 20.49K 20.97K -2.3
$3.24M 126.87K 128.97K -1.6
$3.09M 20.88K 20.32K +2.7
$3.03M 10.63K 10.35K +2.7
$3.01M 112.58K 114.48K -1.7
$2.96M 5.74K 5.87K -2.2
$2.9M 5.84K 5.64K +3.5
$2.86M 12.98K 12.65K +2.6
$2.84M 47.88K 48.76K -1.8
$2.81M 8.26K 8.2K +0.8
$2.7M 10.48K 10.72K -2.3
$2.57M 1.89K 2.72K -30.4
$2.48M 22.45K 22.01K +2.0
$2.43M 71.83K NEW
$2.42M 204.17K 206.83K -1.3
$2.36M 27.28K 27.73K -1.6
$2.36M 97.94K 95.28K +2.8
$2.26M 5.99K 5.84K +2.7
$2.25M 21.81K 170.32K -87.2
$2.2M 49.01K 46.23K +6.0
$2.2M 25.53K 24.84K +2.8
$2.06M 18.38K 18.71K -1.8
$2.03M 18.62K 18.9K -1.5
$1.98M 39.37K 39.04K +0.8
$1.98M 3.62K 3.69K -1.9
$1.96M 4.27K 4.35K -1.7
$1.93M 6.05K 6.19K -2.3
$1.87M 105.04K 106.99K -1.8
$1.85M 1.02K 1.06K -4.0
$1.81M 18.99K 19.35K -1.9
$1.64M 13K 13.29K -2.2
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings