Bourgeon Capital Management Revenue

Investment Management • Darien, Connecticut, United States • 1-10 Employees

Bourgeon Capital Management revenue & valuation

Annual revenue	$10,500,000
Revenue per employee	$1,049,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$33,600,000
Total funding	No funding

Key Contact at Bourgeon Capital Management

John Zaro

Managing Partner & Owner

Company overview

Headquarters	320 Post Rd, Darien, Connecticut 06820, US
Phone number	+12036621100
Website	bourgeoncapital.com
NAICS	5231
SIC	621
Keywords	Financial Advisor, Registered Investment Advisor, Family Office, Wealth Management, Asset Management, Retirement Planning, Fiduciary, Financial Planning, Investment Counseling, Investment Advisor, Divorce Financial Planning, Fairfield County Connecticut, Widow Financial Planner, Darien Ct
Founded	1999
Employees	1-10
Socials

Bourgeon Capital Management Email Formats

Bourgeon Capital Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@bourgeoncapital.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@bourgeoncapital.com	100%

About Bourgeon Capital Management

Bourgeon Capital Management, LLC., located in Darien, Ct., was founded on the premise that a boutique investment counseling firm, with a clear single-minded focus on clients, is the most effective way to serve wealthy individuals and their families. The firm's focus is on actively managed, separate accounts. Investment portfolios, comprised of individual stocks and bonds, are designed specifically for a given client based on their unique risk profile, tax situation and income requirements. At Bourgeon, we collaborate with our clients-we listen, we ask questions and, we value their input. We consider a client's entire financial picture to determine how we can play the most effective role. We wish to become an extension of their family, and find that most clients prefer it so. Clients come to Bourgeon because we talk with them honestly, effectively and often. They stay with us because of trust.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

Founder/Owner

Employees by Department

Bourgeon Capital Management has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Bourgeon Capital Management has never raised funding before.

Bourgeon Capital Management Tech Stack

Discover the technologies and tools that power Bourgeon Capital Management's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

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Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

Linkedin Insight Tag

Analytics

ZURB Foundation

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Drupal

CMS

Drupal Multisite

Hosting

Google Analytics

Analytics

Google Font API

Font scripts

Frequently asked questions

Bourgeon Capital Management is located in Darien, Connecticut, US.

You can reach Bourgeon Capital Management at +12036621100.

Bourgeon Capital Management generates an estimated annual revenue of $10,485,409. This revenue figure reflects the company's market position and business performance in its industry.

Bourgeon Capital Management has an estimated valuation of $33,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Bourgeon Capital Management was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Bourgeon Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Bourgeon Capital Management

John Zaro

Managing Partner & Owner

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