Investment adviser · CRD 108054

BOURGEON CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

DARIEN, CT, United States · Form ADV filed Jul 16, 2026

Regulatory AUM: $1.28B
Client accounts: 315
Employees: 7
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	187	$1,164,400,000	91.1%
Retirement plans	21	$50,200,000	3.9%
Individuals	99	$36,900,000	2.9%
Corporations & businesses	5	$20,700,000	1.6%
Charities	Fewer than 5	$5,600,000	0.4%

Filing source

Form ADV 2108634 · Jul 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BOURGEON PARTNERS, L.P.Hedge Fund · Last reported Mar 28, 2018$7.2MGross asset value

Form D fundraising filings

BOURGEON PARTNERS LP

Fund administrator COHEN & ASSOCIATES, LLC WESTPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BERKOWER LLC ISELIN, New Jersey, United States

Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker GOLDMAN SACHS EXECUTION & CLEARING, L.P. JERSEY CITY, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BERKOWER LLC
PCAOB 217

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
CRD 3466 · SEC 8-526

Fund details & source

Fund ID: 805-2923769588
Reported beneficial owners: 9
Minimum commitment: $250K
Form D file number: 021-81736

Form ADV 1181473 · Mar 28, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

320 POST ROAD, SUITE 220
DARIEN, CT, 06820, United States

CRD 108054

Filing source

Form ADV 2108634 · Jul 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.