CRD: 108054
Bourgeon Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-1999
- Office Locations
- 8
Office Locations
About Bourgeon Capital Management LLC
Bourgeon Capital Management is a Darien, CT RIA serving high-net-worth families and multigenerational relationships, including clients navigating retirement, divorce, or loss, as well as trust/estate beneficiaries, PE and hedge fund executives, business owners, and select endowments/foundations. The firm provides investment management and financial planning with estate and charitable planning support, typically using ETF-centric portfolios alongside fixed income. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN ANIBLO ZARO III
Chief Compliance Officer, Managing Member, Partner
- CRD
- #715399
- Ownership
- 50% but less than 75%
JOHN SPENCER MALLOZZI
Financial Planner
- CRD
- #4562250
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Laura K Drynan
Portfolio Manager
- CRD
- --
Laura Kim Drynan
Partner
- CRD
- #2160154
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,227,600,000 | $3,405,351 |
| Non-Discretionary | $50,200,000 | $2,352,381 |
| Total | $1,277,800,000 | $3,336,250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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