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BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054File 801-56289
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $50.2M
Clients
315
315 accounts
Employees
7
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 23, 1999
- Principal office
- 320 POST ROAD, SUITE 220, DARIEN, CT, 06820
- Phone
- 203-280-1170
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $50.2M
- Discretionary accounts
- 294
- Non-discretionary accounts
- 21
- Total accounts
- 315
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $20.7M |
| Charitable organizations | Fewer than 5 | $5.6M |
| High net worth individuals | 187 | $1.16B |
| Pension and profit sharing plans | 21 | $50.2M |
| Individuals (other than high net worth individuals) | 99 | $36.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.