Bourgeon Capital Management LLC
● SEC registered since 1999CRD 108054SEC# 801-56289Darien, CT
Reg. AUM
$1.28B
Employees
7
Accounts
315
Location
Darien, CT
Bourgeon Capital Management LLC assets under management
Bourgeon Capital Management LLC operates as an SEC-registered investment adviser based in Darien, CT. The firm has been registered since 1999. It reports $1.3 billion in regulatory assets under management and employs 7 people.
Bourgeon Capital Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Aniblo Zaro Control | Managing Member & Chief Compliance Officer | 50-75% | 1999 |
| John Spencer Mallozzi Control | Member | Under 5% | 2024 |
| Laura S Pollack Control | Member | Under 5% | 2024 |
| Peter Stalker III Revocable Trust Control | Member | 10-25% | 1999 |
| Reilyn Bethany Zaro Control | Member | Under 5% | 2024 |
| Peter Stalker Control | Trustee | Over 75% | 2007 |
Frequently asked questions
How much does Bourgeon Capital Management LLC manage?
Bourgeon Capital Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Bourgeon Capital Management LLC have?
Bourgeon Capital Management LLC reports 7 employees.
Where is Bourgeon Capital Management LLC located?
Bourgeon Capital Management LLC is based in Darien, CT and has been SEC-registered since 1999.
Does Bourgeon Capital Management LLC disclose fund performance?
Bourgeon Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 320 Post Road, Suite 220, Darien, CT 06820 |
| Phone | 203-280-1170 |
| Fax | 203-662-1100 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28B▲ 39%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $1.23BNon-discretionary $50.2M