Bourgeon Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Darien, CT. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 7 employees, and 320 accounts.
Assets Under Management
$1.1B
Employees
7
Offices
--
Total Clients
320
Primary office
DARIEN, CT
320 POST ROAD, SUITE 220, DARIEN, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
178
2
Individuals
35.3%
113
3
Pension Plans
6.6%
21
4
Corporations
1.6%
5
5
Charitable
0.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of May 4, 2026
Discretionary95.4%
$1.0B
95% of total RAUM95.4%
Non-discretionary4.6%
$49M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts320
10Y AUM Change+$785M (+278.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee46:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.