BOURGEON CAPITAL Overview
Bourgeon Capital Management Llc is an investment advisor that manages 281.3 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 193MM in positions, representing 69% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 193MM in positions, representing 69% of the manager's regulatory AUM.
BOURGEON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BOURGEON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IAU | 6.12% | ETF | 13.2% | 0.32% | 0 | 7% | ||
| CVS | 4.22% | Cons. Staples | 10.35% | 0.02% | 0 | 22% | ||
|
Get the Full Report |
||||||||
FEATURED IN
BOURGEON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John A. Zaro | Managing Member | February-1999 |
| Claire Kramer | Member | January-2011 |
| Laura K. Drynan | Member | May-2011 |
| Michael P. Kramer | Member | January-2011 |
| Thomas B. Lewis | Director Of Business Development & Cco | January-2014 |
BOURGEON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
BOURGEON CAPITAL Investment Strategy
BOURGEON CAPITAL Portfolio Concentration
BOURGEON CAPITAL Location
777 POST ROAD
DARIEN, Connecticut
UNITED STATES, 06820
DARIEN, Connecticut
UNITED STATES, 06820
BOURGEON CAPITAL Contact Information
Phone Number: 203-280-1170
Fax Number: 203-662-1100
Website: null
Fax Number: 203-662-1100
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
