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| Arjuna Capital LLC
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|
|---|---|
| CRD # | 283713 |
| SEC # | 801-107908 |
| CIK # | 0001703208 |
| AUM | $642.4 M (2026-03-31) |
| Employees | 14 (21% Investors, 0% Brokers) |
| Phone | 978-704-0112 |
| Address | 13 Elm Street Manchester, MA 01944 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.6 | ||
| Alphabet Inc | 26.8 | ||
| Nvidia Corp | 26.2 | ||
| Microsoft Corp | 18.6 | ||
| Amazon Com Inc | 10.3 | ||
| J P Morgan Chase & Co | 9.6 | ||
| Broadcom Inc | 8.7 | ||
| GlaxoSmithKline PLC | 6.8 | ||
| Home Depot Inc | 6.4 | ||
| Kroger Co | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | New Summit Impact Fund IV LP | [2025-03-20] | 10.0 | 7.5 |
| VC | New Summit Impact Fund III-A LP | [2022-03-30] | 7.2 | 7.6 |
| VC | New Summit Impact Fund III-B LP | [2022-03-30] | 29.1 | 27.8 |
| VC | New Summit Impact Fund II- A LP | [2021-03-31] | 9.8 | 8.6 |
| VC | New Summit Impact Fund II- B LP | [2021-03-31] | 26.5 | 28.1 |
| VC | Private Market Impact Fund I LP | [2016-03-18] | 17.9 | 20.5 |
| Other | Income & Impact Fund LLC | [2014-03-26] | 9.8 | 18.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 40.1 |
| (b) Individuals (high net worth individuals) | 98 | 439.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 118.2 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 11 | 25.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 642.4 |
| By Discretionary | ||
| Discretionary | 554 | 642.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 554 | 642.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 639.1 | |
| Total | 554 | 642.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Frank Brown | 74 | 3 | ||
| Taylor Baldwin | 33 | 3 | ||
| Michael Baldwin | 26 | 3 | ||
| Baldwin Brothers Inc | 24 | 3 | ||
| John Mannix | 24 | 3 | ||
| William Marvel | 22 | 3 | ||
| Adam Seitchik | 20 | 2 | ||
| Natasha Lamb | 13 | 2 | ||
| New Summit Investments LLC | 11 | 2 | ||
| Alexander Lamb | 5 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001703208] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buckley Wealth Management LLC
✚
|
NV | 0.6 |
|
Heron Bay Capital Management LLC
✚
|
MI | 0.6 |
|
Richards Merrill & Peterson Inc
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|
WA | 0.6 |
|
Chapin Davis Inc
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|
MD | 0.6 |
|
Abacus FCF Advisors LLC
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|
FL | 0.6 |
|
Hudson Capital Management LLC
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|
NJ | 0.6 |
|
Shakespeare Wealth Management LLC
✚
|
WI | 0.6 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Single Point Partners LLC
✚
|
MA | 0.6 |
|
Riverstone Advisors LLC
✚
|
0.6 |