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 12/31/20. The fund's latest filing disclosed 405MM in positions, representing 144% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 405MM in positions, representing 144% of the manager's regulatory AUM.
BOURGEON CAPITAL StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOURGEON CAPITAL Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
IAU | 5.51% | ETF | -9.87% | -0.58% | 0 | 11% | ||
JPM | 3.61% | Financials | 21.2% | 0.23% | 0 | 35% | ||
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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
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