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| Happy Holidays!! thanks for using AUM13F!! |
| Arjuna Capital LLC
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| CRD # | 283713 |
| SEC # | 801-107908 |
| CIK # | 0001703208 |
| AUM | $598.6 M (2025-06-05) |
| Employees | 14 (21% Investors, 0% Brokers) |
| Phone | 978-704-0112 |
| Address | 13 Elm Street Manchester, MA 01944 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.5 | ||
| Apple Inc | 23.7 | ||
| Nvidia Corp | 22.5 | ||
| Alphabet Inc | 16.0 | ||
| Amazon Com Inc | 9.6 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Home Depot Inc | 7.1 | ||
| Broadcom Inc | 6.6 | ||
| Accenture PLC | 6.2 | ||
| Waste Management Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | New Summit Impact Fund IV LP | [2025-03-20] | 7.0 | 6.5 |
| VC | New Summit Impact Fund III-A LP | [2022-03-30] | 7.2 | 7.7 |
| VC | New Summit Impact Fund III-B LP | [2022-03-30] | 29.1 | 27.9 |
| VC | New Summit Impact Fund II- A LP | [2021-03-31] | 9.8 | 8.7 |
| VC | New Summit Impact Fund II- B LP | [2021-03-31] | 26.5 | 27.9 |
| VC | Private Market Impact Fund I LP | [2016-03-18] | 1.3 | 22.2 |
| Other | Income & Impact Fund LLC | [2014-03-26] | 37.0 | 17.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 38.3 |
| (b) Individuals (high net worth individuals) | 102 | 416.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 118.1 |
| (g) Pension and profit sharing plans | 0 | 4.0 |
| (h) Charitable organizations | 11 | 14.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 598.6 |
| By Discretionary | ||
| Discretionary | 610 | 598.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 610 | 598.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 598.6 | |
| Total | 610 | 598.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Frank Brown | 74 | |||
| Taylor Baldwin | 33 | |||
| Michael Baldwin | 26 | |||
| John Mannix | 24 | |||
| William Marvel | 22 | |||
| Dylan Sage | 12 | |||
| Adam Seitchik | 20 | |||
| Natasha Lamb | 13 | |||
| New Summit Investments LLC | 11 | |||
| Farnum Brown | 7 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001703208] |
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0.6 |