BURGEON CAPITAL
BURGEON CAPITAL, LLC
CRD 160484
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$93.2M
Discretionary AUM
$65.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.5M |
| High net worth individuals | 30 | $69.0M |
| Corporations/business entities | 7 | $19.7M |
All web addresses on file
Official SEC filing: View on IAPD