BURGEON CAPITAL

Overview

Burgeon Capital is an independent registered investment adviser that serves individuals, families and select institutional clients with a mix of financial planning, portfolio management and insurance brokerage. The firm favors pooled public-market vehicles—primarily mutual funds—for core exposures while supplementing portfolios with third‑party alternative managers. Its fee schedule is a combination of percentage of assets under management, hourly fees and fixed fees, and it offers both discretionary and non‑discretionary portfolio arrangements for smaller private clients and businesses. Investment activity centers on constructed portfolios using external managers rather than an in‑house capital allocation engine. Asset allocation emphasis is on public funds for broad market coverage, augmented by allocations to hedge funds and real‑estate strategies when appropriate. The firm does not position itself as an active ESG manager and operates out of a single office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices