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Bourgeon Capital Management LLC CRD 108054
$1.28B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
320 Post Road Suite 220, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-24 |
| FL | RA | APPROVED | 2025-12-24 |
| CT | RA | APPROVED | 2010-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bourgeon Capital Management | Darien | CT | 03/1999 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-20 |
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