Managing Member · Bouvel Investment Partners, LLC
Jean Pierre G. Bouvel
CRD 1016538 · Named on Form ADV at one SEC-registered adviser
At a glance
Bouvel Investment Partners, LLC, an SEC-registered wealth manager based in Phoenixville, PA with $374 million in regulatory assets, lists Jean Pierre G. Bouvel on its Form ADV as Managing Member, a control person.
Firms and roles
- Bouvel Investment Partners, LLCManaging MemberWealth manager · Phoenixville, PA · $374M in regulatory assets
AtlasMembers
Jean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephane E. BouvelChief Compliance Officer; Member, Bouvel Investment Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.