Arjuna Capital LLC

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Arjuna Capital LLC ✚
CRD #	283713
SEC #	801-107908
CIK #	0001703208
AUM	642.4 M (2026-03-31)
Employees	14 (21% Investors, 0% Brokers)
Fees
Minimum
Phone	978-704-0112
Address	13 Elm Street Manchester, MA 01944
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

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	AUM
VC	New Summit Impact Fund IV LP	[2025-03-20]	10.0 M	7.5 M
	Offered $100,000,000 · Filed 2026-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $89,975,000 · Duration More than one year · Revenue Decline to Disclose
VC	New Summit Impact Fund III-A LP	[2022-03-30]	7.2 M	7.6 M
	Filed 2023-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	New Summit Impact Fund III-B LP	[2022-03-30]	29.1 M	27.8 M
	Filed 2023-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	New Summit Impact Fund II- A LP	[2021-03-31]	9.8 M	8.6 M
	Filed 2020-10-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	New Summit Impact Fund II- B LP	[2021-03-31]	26.5 M	28.1 M
	Filed 2020-10-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	Private Market Impact Fund I LP	[2016-03-18]	17.9 M	20.5 M
	Filed 2020-10-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $2,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Income & Impact Fund LLC	[2014-03-26]	9.8 M	18.1 M
	Offered $30,000,000 · Filed 2014-04-10 (D/A) · Exemption 506(b) · Minimum $10,000 · Remaining $20,205,000 · Duration One year or less · Net Assets Decline to Disclose

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
Frank Brown	Director	74	3
Taylor Baldwin	Executive Officer	33	3
Michael Baldwin	Executive Officer	26	3
Baldwin Brothers Inc	Promoter	24	3
John Mannix	Director	24	3
William Marvel	Director, Executive Officer	22	3
Adam Seitchik	Executive Officer	20	2
Natasha Lamb	Director, Executive Officer	13	2
New Summit Investments LLC	Promoter	11	2
Alexander Lamb	Executive Officer	5	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001703208]

Firm Profile (Form ADV)
Discretionary AUM	$0.0B
Serves	Institutional, Retail

Comparable Firms	State	AUM
Buckley Wealth Management LLC ✚	NV	644.0 M
Heron Bay Capital Management LLC ✚	MI	643.8 M
Richards Merrill & Peterson Inc ✚	WA	643.6 M
Chapin Davis Inc ✚	MD	642.8 M
Abacus FCF Advisors LLC ✚	FL	642.6 M
Hudson Capital Management LLC ✚	NJ	642.6 M
Shakespeare Wealth Management LLC ✚	WI	641.9 M
Phoenix Wealth Advisors Inc ✚	NC	641.4 M
Single Point Partners LLC ✚	MA	641.3 M
Riverstone Advisors LLC ✚		640.9 M

Arjuna Capital LLC

Assets, Funds, Holdings