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| Happy Holidays!! thanks for using AUM13F!! |
| Bourgeon Capital Management LLC
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| CRD # | 108054 |
| SEC # | 801-56289 |
| CIK # | 0001088731 |
| AUM | $917.6 M (2025-07-16) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 203-280-1170 |
| Address | 320 Post Road Darien, CT 06820 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001088731 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 26.7 | ||
| Alphabet Inc | 22.4 | ||
| Microsoft Corp | 21.9 | ||
| Eaton Corp Ltd | 15.9 | ||
| Amazon Com Inc | 15.3 | ||
| Freeport McMoran Copper & Gold Inc | 14.4 | ||
| Illumina Inc | 13.5 | ||
| Bank of America Corp /DE/ | 13.5 | ||
| Hubbell Inc | 13.5 | ||
| Micron Technology Inc | 13.3 | ||
| Marvell Technology Inc | 13.0 | ||
| Merck & Co Inc | 12.7 | ||
| United Technologies Corp /DE/ | 12.5 | ||
| PNC Financial Services Group Inc | 12.1 | ||
| Teva Pharmaceutical Industries Ltd | 12.1 | ||
| Danaher Corp /DE/ | 11.7 | ||
| Curtiss Wright Corp | 11.7 | ||
| Citigroup Inc | 11.6 | ||
| Kraft Foods Inc | 11.4 | ||
| Apple Inc | 11.1 | ||
| CSX Corp | 10.3 | ||
| Qualcomm Inc/DE | 10.2 | ||
| Lilly Eli & Co | 10.0 | ||
| Adobe Systems Inc | 9.5 | ||
| AMB Property Corp | 9.1 | ||
| Vistra Energy Corp | 8.3 | ||
| MongoDB Inc | 8.2 | ||
| Conocophillips | 8.1 | ||
| Confluent Inc | 8.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($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) | 165 | 57.0 |
| (b) Individuals (high net worth individuals) | 134 | 820.2 |
| (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 | 18 | 20.0 |
| (h) Charitable organizations | 0 | 4.4 |
| (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 | 0 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 917.6 |
| By Discretionary | ||
| Discretionary | 325 | 900.4 |
| Non-Discretionary | 9 | 17.2 |
| Total | 334 | 917.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.0 | |
| United States Persons | 902.6 | |
| Total | 334 | 917.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001088731] |
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|---|---|---|
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NY | 1.4 |
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TX | 0.6 |
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Salem Partners Wealth Management LLC
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American Alpha Advisors LLC
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TN | 0.3 |