Bourgeon Capital Management

EST. AUM
$1,277,800,000

CONTACTS
4

CLIENT ACCOUNTS
315

Firm Details

Metro area Stamford
CRD Number 108054
Website bourgeoncapital.com
Client types

Overview

Bourgeon Capital Management, LLC was founded in 1999 on the belief that a boutique investment counselor, with a clear, single-minded focus on clients, can serve wealthy individuals and their families far better than a large investment company. Since 1999, its assets under management grew tenfold, from $30 million to $850 million. The firm credits this growth to client referrals and multigenerational families who have entrusted it with managing their wealth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bourgeon Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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