Bourgeon Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Bourgeon Capital Management LLC
CRD #108054
SEC #801-56289
CIK #0001088731
AUM $382.8 MM (89% Disc, 97% US, 2020-06-22)
Employees 6 (50% Investors, 0% Brokers)
Phone203-280-1170
Address777 Post Road
Darien, CT 06820
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608001999200620132021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 0.7 9.2
JPM 0.3 9.1
FTSV 0.0 8.9
DHR 0.1 8.4
CVS 0.1 8.2
HON 0.1 6.9
QCOM 0.1 6.8
MRK 0.2 6.7
WY 0.0 6.5
IAU 6.0
View All
Holdings by Sector ($)
2.01.61.20.80.40.02011201420172021
Type Private Fund Date Sold ($MM) AUM ($MM)
HF Bourgeon Partners LP 2012-03-30 7.2
Comparable Firms State AUM ($BB)
Madison Park Advisors LLC
WA 0.4
Friedlander & Co Inc
WI 0.4
Aston Capital Management
FL 0.4
Salem Partners Advisors LLC
CA 0.3
GEM Asset Management LLC
MI 0.3
Krueger & Catalano Capital Partners LLC
TX 0.3
American Asset Management Inc
FL 0.3
SAM Advisors LLC
CA 0.2
American Alpha Advisors LLC
NY 0.2
Pacific Asset Management LLC
WA 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com