| Entity Name: | BOURGEON CAPITAL MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 25 May 2005 |
| Business ALEI: | 0822646 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 320 Post Road, STE 220, DARIEN, CT, 06820, United States |
| Mailing address: | 320 POST ROAD, STE 220, DARIEN, CT, United States, 06820 |
| ZIP code: | 06820 |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | jzaro@bourgeoncapital.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOURGEON CAPITAL MANAGEMENT LLC 401(K) PLAN | 2023 | 134044348 | 2024-05-15 | BOURGEON CAPITAL MANAGEMENT LLC | 9 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-15 |
| Name of individual signing | LAURA POLLACK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 2032801170 |
| Plan sponsor’s address | 320 BOSTON POST ROAD, 2ND FLOOR, DARIEN, CT, 06820 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-12 |
| Name of individual signing | LAURA POLLACK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 2032801170 |
| Plan sponsor’s address | 320 BOSTON POST ROAD, 2ND FLOOR, DARIEN, CT, 06820 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-15 |
| Name of individual signing | LAURA POLLACK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 2032801170 |
| Plan sponsor’s address | 320 BOSTON POST ROAD, 2ND FLOOR, DARIEN, CT, 06820 |
Signature of
| Role | Plan administrator |
| Date | 2021-05-19 |
| Name of individual signing | LAURA POLLACK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 2032801170 |
| Plan sponsor’s address | 777 POST RD, DARIEN, CT, 06820 |
Signature of
| Role | Plan administrator |
| Date | 2020-09-23 |
| Name of individual signing | LAURA POLLACK |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN ZARD | Agent | 320 POST RD, STE 220, DARIEN, CT, 06820, United States | 320 POST RD, STE 220, DARIEN, CT, 06820, United States | +1 917-562-4853 | jzaro@bourgeoncapital.com | 115 Dudley Rd, Wilton, CT, 06897-3510, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JOHN ZARO | Officer | 320 POST ROAD, STE 220, DARIEN, CT, 06820, United States | 115 DUDLEY ROAD, WILTON, CT, 06897, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012131663 | 2024-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0011170951 | 2023-02-08 | No data | Annual Report | Annual Report | No data |
| BF-0010248079 | 2022-03-23 | No data | Annual Report | Annual Report | 2022 |
| BF-0009831891 | 2021-06-30 | No data | Annual Report | Annual Report | No data |
| BF-0009177389 | 2021-06-21 | No data | Annual Report | Annual Report | 2020 |
| 0006519925 | 2019-04-03 | No data | Annual Report | Annual Report | 2019 |
| 0006122068 | 2018-03-14 | No data | Annual Report | Annual Report | 2018 |
| 0005849527 | 2017-05-24 | No data | Annual Report | Annual Report | 2017 |
| 0005545676 | 2016-04-20 | No data | Annual Report | Annual Report | 2016 |
| 0005415174 | 2015-10-21 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
