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 09/30/21. The fund's latest filing disclosed 468MM in positions, representing 166% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 468MM in positions, representing 166% 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 | 4.59% | ETF | 6.26% | 0.13% | 0 | 9% | ||
| JPM | 4.06% | Financials | 2.55% | -0.21% | 0 | 32% | ||
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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
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