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| Bourgeon Capital Management LLC
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| CRD # | 108054 |
| SEC # | 801-56289 |
| CIK # | 0001088731 |
| AUM | 1,067.6 M (2026-05-04) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| 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 | ||
| Citigroup Inc | 15.1 | ||
| Kraft Foods Inc | 14.9 | ||
| Union Pacific Corp | 14.7 | ||
| Bank of America Corp /DE/ | 14.4 | ||
| Apple Inc | 13.6 | ||
| Vistra Energy Corp | 13.5 | ||
| Square Inc | 13.2 | ||
| NXP Semiconductors NV | 12.3 | ||
| Danaher Corp /DE/ | 12.2 | ||
| Okta Inc | 11.8 | ||
| Palo Alto Networks Inc | 11.5 | ||
| EOG Resources Inc | 11.5 | ||
| Freeport McMoran Copper & Gold Inc | 11.0 | ||
| MongoDB Inc | 10.6 | ||
| Pfizer Inc | 10.0 | ||
| Illumina Inc | 9.8 | ||
| Cohen & Steers Inc | 9.8 | ||
| Conocophillips | 9.6 | ||
| Quanta Services Inc | 9.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Bourgeon Partners LP | 2012-03-30 | 7.2 M |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 (3 non-US) |
| Serves | Retail |
| Fund Types | Hedge Fund |
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