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| Bourgeon Capital Management LLC
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|
|---|---|
| CRD # | 108054 |
| SEC # | 801-56289 |
| CIK # | 0001088731 |
| AUM | $1.1 B (2026-05-04) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 203-280-1170 |
| Address | 320 Post Road Darien, CT 06820 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 31.5 | ||
| J P Morgan Chase & Co | 27.9 | ||
| Lilly Eli & Co | 21.4 | ||
| Merck & Co Inc | 19.6 | ||
| Hubbell Inc | 19.5 | ||
| Microsoft Corp | 18.8 | ||
| Marvell Technology Inc | 17.5 | ||
| Eaton Corp Ltd | 16.9 | ||
| United Technologies Corp /DE/ | 16.7 | ||
| Amazon Com Inc | 15.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Bourgeon Partners LP | 2012-03-30 | 7.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 51.1 |
| (b) Individuals (high net worth individuals) | 178 | 942.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 49.4 |
| (h) Charitable organizations | 3 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 1,067.6 |
| By Discretionary | ||
| Discretionary | 299 | 1,018.2 |
| Non-Discretionary | 21 | 49.4 |
| Total | 320 | 1,067.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.0 | |
| United States Persons | 1,050.6 | |
| Total | 320 | 1,067.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001088731] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Duration Asset Management LLC
✚
|
TX | 1.6 |
|
Salem Partners Wealth Management LLC
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|
CA | 1.5 |
|
Aston Capital Management
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FL | 0.7 |
|
Freedom Day Solutions LLC
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TX | 0.6 |
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Friedlander & Co Inc
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WI | 0.6 |
|
Sam Advisors LLC
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CA | 0.5 |
|
WestEnd Capital Management LLC
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|
CA | 0.4 |
|
American Alpha Advisors LLC
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|
NY | 0.4 |
|
HMS Capital Management LLC
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|
TN | 0.3 |
|
South Shore Capital Advisors LLC
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|
MA | 0.3 |