Bourgeon Capital Management is an investment advisor in Darien with $819.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
134044348
SEC advisor number
801-56289
FINRA CRD number
108054
AUM ?
$782.90 mm
(as of 22 Mar 24)
Accounts
315
(as of 22 Mar 24)
Employees
6
(2 investment advisory or research)
Address
Bourgeon Capital Management
777 POST ROAD
DARIEN
CT 06820
777 POST ROAD
DARIEN
CT 06820
Phone
2032801170
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22