Bourgeon Capital Management, LLC

Overview

Bourgeon Capital Management, LLC is a private investment firm based in Darien, Connecticut, specializing in investment management and advisory services for high-net-worth individuals and families. Founded in 1999, the firm focuses on providing personalized financial strategies tailored to clients' unique needs and goals. Bourgeon Capital emphasizes transparent communication and ongoing dialogue, fostering long-term, multigenerational relationships with its clients. The firm serves individuals navigating significant life transitions, such as retirement, divorce, or the loss of a loved one, as well as private equity and hedge fund executives seeking diversified asset management. Bourgeon Capital typically requires a minimum of $2 million in investable assets from its clients. The firm's investment approach is comprehensive, encompassing various asset classes, including fixed income, private equity, real estate, hedge funds, infrastructure, commodities, crypto, distressed and special situations, and ESG and impact investing. Bourgeon Capital employs a multi-strategy investment philosophy, integrating both passive and active strategies to maximize efficiency and leverage expertise where appropriate. The firm is committed to delivering personalized attention and investment counseling, intentionally remaining a boutique firm with a selective client list to ensure high-quality service. Bourgeon Capital's partners have over 50 years of combined investment experience and are personally engaged in clients' financial futures, ensuring that clients interact directly with the individuals managing their investments. The firm's investment philosophy emphasizes ongoing dialogue, ensuring that client relationships remain strong and effective in achieving financial goals. Bourgeon Capital's commitment to personalized service and transparent communication has established it as a trusted advisor for high-net-worth individuals and families seeking comprehensive investment management and advisory services.

Investment Focus

• Minimum investable assets of $2 million