| Name | Title | Ownership | Since |
|---|---|---|---|
| John Aniblo Zaro Control | Managing Member & Chief Compliance Officer | 50-75% | 1999 |
| John Spencer Mallozzi Control | Member | Under 5% | 2024 |
| Laura Kim Drynan Control | Member | 10-25% | 2011 |
Bourgeon Capital Management LLC reports $917.6 million in regulatory assets under management on its Form ADV.
Bourgeon Capital Management LLC reports 8 employees.
Bourgeon Capital Management LLC is based in Darien, CT and has been SEC-registered since 1999.
Bourgeon Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 320 Post Road, Suite 220, Darien, CT 06820 |
| Phone | 203-280-1170 |
| Fax | 203-662-1100 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $900.4M |
| Non-discretionary | $17.2M |
| Total (RAUM) | $917.6M |