Bourgeon Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Bourgeon Capital Management LLC
CRD #108054
SEC #801-56289
CIK #
AUM $344.1 MM (91% Disc, 91% US)
Employees8 (38% Investors, 0% Brokers)
Phone203-280-1170
Address777 Post Road
Darien, CT 06820
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3452762071386902000200620132020
Sector Holding Cap ($MM) Value ($MM)
FTSV494.96.8
DHR90,200.06.5
MSFT865,660.05.9
HON111,690.05.4
PANW22,580.04.9
BDX67,250.04.9
LLL16,690.04.8
SNE58,110.04.3
BAC279,520.04.1
MDLZ68,050.03.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Bourgeon Partners LP 7.2
View All
Comparable Firms State AUM ($BB)
Madison Park Advisors LLC
WA 0.4
Slifka Asset Management Services LLC
NY 0.4
Friedlander & Co Inc
WI 0.3
Salem Partners Advisors LLC
CA 0.3
Aston Capital Management
FL 0.2
Krueger & Catalano Capital Partners LLC
TX 0.2
American Asset Management Inc
FL 0.2
Tradewinds Investment Management LP
CA 0.2
440 Investment Group LLC
KS 0.2
Storie Advisors LLC
CA 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com