BOURGEON CAPITAL MANAGEMENT LLC
CRD #108054 SEC #801-56289 DARIEN, CT 203-280-1170
SEC Registered
Total AUM
$917.6M
Discretionary
$900.4M
Employees
8
Clients
101
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $917.6M | $900.4M | $17.2M | 8 | 1 |
| Mar 2025 | $917.6M | $900.4M | $17.2M | 8 | 1 |
| Mar 2024 | $782.9M | $766.6M | $16.3M | 6 | 1 |
| Mar 2023 | $760.1M | $714.8M | $45.3M | 6 | 1 |
| Nov 2022 | $819.3M | $763.8M | $55.5M | 6 | 1 |
| Nov 2022 | $819.3M | $763.8M | $55.5M | 6 | 1 |
| May 2022 | $819.3M | $763.8M | $55.5M | 6 | 1 |
| Mar 2022 | $819.3M | $763.8M | $55.5M | 6 | 1 |
| Mar 2021 | $700.3M | $649.3M | $51M | 6 | 1 |
| Mar 2021 | $382.8M | $339.5M | $43.3M | 6 | 0 |
| Jun 2020 | $382.8M | $339.5M | $43.3M | 6 | 0 |
| Mar 2020 | $382.8M | $339.5M | $43.3M | 6 | 0 |
| Feb 2019 | $344.1M | $314.2M | $29.9M | 8 | 0 |
| Mar 2018 | $338.7M | $315.3M | $23.4M | 7 | 0 |
| Mar 2017 | $282.3M | $261.6M | $20.7M | 7 | 100 |
| Jan 2017 | $262.7M | $262.7M | $0 | 7 | 200 |
| Jun 2016 | $262.7M | $262.7M | $0 | 7 | 200 |
| Mar 2016 | $270.2M | $270.2M | $0 | 7 | 200 |
| Mar 2015 | $281.3M | $281.3M | $0 | 7 | 200 |
| Nov 2014 | $244.5M | $244.5M | $0 | 7 | 200 |
| Mar 2014 | $244.5M | $244.5M | $0 | 7 | 200 |
| Oct 2013 | $214.5M | $214.5M | $0 | 6 | 200 |
| Mar 2013 | $214.5M | $214.5M | $0 | 6 | 200 |
| Jan 2013 | $215.3M | $215.3M | $0 | 6 | 200 |
| Oct 2012 | $215.3M | $215.3M | $0 | 1 | 200 |
| May 2012 | $215.3M | $215.3M | $0 | 1 | 200 |
| Mar 2012 | $215.3M | $215.3M | $0 | 1 | 200 |
| May 2011 | $277M | $277M | $0 | 5 | -- |
| Apr 2011 | $277M | $277M | $0 | 5 | -- |
| Feb 2011 | $277M | $277M | $0 | 5 | -- |
| Jan 2010 | $236.9M | $236.9M | $0 | 5 | -- |
| Feb 2009 | $196.2M | $196.2M | $0 | 5 | -- |
| Feb 2007 | $183.8M | $183.8M | $0 | 5 | -- |
| Mar 2006 | $175.8M | $175.8M | $0 | 10 | -- |
| May 2005 | $178.9M | $178.9M | $0 | 10 | -- |
| May 2004 | $133.4M | $133.4M | $0 | 5 | -- |
| Mar 2002 | $127.2M | $123.7M | $3.5M | 10 | -- |
DateJul 2025
Total AUM$917.6M
Discretionary$900.4M
Non-Disc.$17.2M
Employees8
Clients1
DateMar 2025
Total AUM$917.6M
Discretionary$900.4M
Non-Disc.$17.2M
Employees8
Clients1
DateMar 2024
Total AUM$782.9M
Discretionary$766.6M
Non-Disc.$16.3M
Employees6
Clients1
DateMar 2023
Total AUM$760.1M
Discretionary$714.8M
Non-Disc.$45.3M
Employees6
Clients1
DateNov 2022
Total AUM$819.3M
Discretionary$763.8M
Non-Disc.$55.5M
Employees6
Clients1
DateNov 2022
Total AUM$819.3M
Discretionary$763.8M
Non-Disc.$55.5M
Employees6
Clients1
DateMay 2022
Total AUM$819.3M
Discretionary$763.8M
Non-Disc.$55.5M
Employees6
Clients1
DateMar 2022
Total AUM$819.3M
Discretionary$763.8M
Non-Disc.$55.5M
Employees6
Clients1
DateMar 2021
Total AUM$700.3M
Discretionary$649.3M
Non-Disc.$51M
Employees6
Clients1
DateMar 2021
Total AUM$382.8M
Discretionary$339.5M
Non-Disc.$43.3M
Employees6
Clients0
DateJun 2020
Total AUM$382.8M
Discretionary$339.5M
Non-Disc.$43.3M
Employees6
Clients0
DateMar 2020
Total AUM$382.8M
Discretionary$339.5M
Non-Disc.$43.3M
Employees6
Clients0
DateFeb 2019
Total AUM$344.1M
Discretionary$314.2M
Non-Disc.$29.9M
Employees8
Clients0
DateMar 2018
Total AUM$338.7M
Discretionary$315.3M
Non-Disc.$23.4M
Employees7
Clients0
DateMar 2017
Total AUM$282.3M
Discretionary$261.6M
Non-Disc.$20.7M
Employees7
Clients100
DateJan 2017
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees7
Clients200
DateJun 2016
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees7
Clients200
DateNov 2014
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients200
DateOct 2013
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees6
Clients200
DateJan 2013
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees6
Clients200
DateOct 2012
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$236.9M
Discretionary$236.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$127.2M
Discretionary$123.7M
Non-Disc.$3.5M
Employees10
Clients--