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BOURGEON CAPITAL MANAGEMENT LLC

DARIEN, CT · CRD 108054 · IAPD ↗ · 203-280-1170

$1.28BRegulatory AUM
3Advisory reps
7Employees
1Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BOURGEON CAPITAL MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — BOURGEON CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($917.6M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2024 — BOURGEON CAPITAL MANAGEMENT LLC notice-filed in MA, MD, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.