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BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054 · SEC 801-56289
320 POST ROAD, SUITE 220, DARIEN, CT, 06820, United States
Phone
203-280-1170
Fax
203-662-1100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.02B
Team
7 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $51.1M |
| High net worth individuals | 178 | $942.5M |
| Pension/profit sharing plans | 21 | $49.4M |
| Charitable organizations | 3 | $5.5M |
| Corporations/business entities | 5 | $19.1M |
States served
CA, LA, MA, NJ, NY, OR, PA, WY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD