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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) |
| Fees | |
| Minimum | |
| Phone | 978-704-0112 |
| Address | 13 Elm Street Manchester, MA 01944 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001703208 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Travelers Companies Inc | 5.1 | ||
| LEAR Corp | 5.0 | ||
| Cisco Systems Inc | 4.9 | ||
| McKesson Corp | 4.7 | ||
| Manulife Financial Corp | 4.5 | ||
| MetLife Inc | 4.4 | ||
| Brookfield Renewable Corp | 4.4 | ||
| TJX Companies Inc /DE/ | 4.2 | ||
| Lilly Eli & Co | 4.1 | ||
| Novartis AG | 4.1 | ||
| Amalgamated Financial Corp | 3.9 | ||
| Waste Management Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Netflix Inc | 3.6 | ||
| Expeditors International of Washington Inc | 3.5 | ||
| Donaldson Co Inc | 3.5 | ||
| Visa Inc | 3.5 | ||
| MSC Industrial Direct Co Inc | 3.4 | ||
| Prev | Page 1 | Next | |||
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 |
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