Bourgeon Capital Management LLC

Bourgeon Capital Management LLC, a Delaware Limited Liability Company, has a team of 8 employees, including 3 professionals in advisory roles. Though the number of clients is not disclosed, the firm's SEC status is Approved, with a registration date of Feb 23, 1999.

• CLAIRE KRAMER

  MEMBER owns less than 5%

• JOHN ANIBLO ZARO

  MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%

• LAURA KIM DRYNAN

  MEMBER owns more than 5% but less than 10%

• MICHAEL P KRAMER

  MEMBER owns less than 5%

• PETER STALKER III REVOCABLE TRUST

  MEMBER owns more than 10% but less than 25%

• PHILLIP MOFFITT REVOCABLE TRUST

  MEMBER owns less than 5%

• ROBERT & CHRISTINE EMMONS CHARITABLE TRUST

  MEMBER owns more than 5% but less than 10%

• PETER STALKER

  TRUSTEE owns 75% or more

• PHILLIP W MOFFITT

  TRUSTEE owns 75% or more

• ROBERT EMMONS

  TRUSTEE owns 75% or more

• Nassau Corporate Credit LLC
• Richter Bober Asset Management LLC
• Solas Capital Management LLC
• Cross Island Advisors LLC
• NASSAU PRIVATE CREDIT LLC
• Merritt Capital Investment Advisors LLC
• Alaia Capital LLC
• Goodnow Investment Group LLC
• Talson Capital Management LP
• Portfolio Advisors LLC

• Deciphering the Winds of Change: A Comparative Analysis on Bourgeon Capital Management's Strategic Shifts in Their Investment Portfolio
• Bourgeon Capital Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Bourgeon Capital's Q4 2022 vs. Q1 2023: Analyzing the Changes in Top Fund Holdings

• DANAHER CORP $7,925k
• MICROSOFT CORP $7,820k
• MERCK & CO INC $7,815k
• JPMORGAN CHASE & CO $7,287k
• HONEYWELL INTL INC $6,835k
• CVS HEALTH CORP $6,275k
• QUALCOMM INC $6,013k
• SONY CORP-ADR (B:SNE US) $5,700k
• Weyerhaeuser Co $5,601k
• BECTON DICKINSON $5,325k