ARJUNA CAPITAL, LLC

RIASEC RegisteredEst. 2016

Total AUM

$642M

Discretionary

$642M

100% of AUM

Avg account

$1.2M

Accounts

554

Employees

Advisory reps

Firm details

Headquarters: MANCHESTER, Massachusetts
CRD number: 283713
Registered since: June 2, 2016
Website: arjuna-capital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI68.4%
Pooled Investment Vehicles18.4%
Individuals6.24%
Charitable Organizations4%
Corporations / Businesses2.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Arjuna Capital, LLC is an independent, SEC-registered RIA (registered in 2016) that serves both individual & family clients and institutions. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals/small businesses, portfolio management for pooled vehicles, and selection of other advisers. Fee arrangements include a percentage-of-AUM model and performance-based fees. Arjuna identifies as an active ESG investor and also participates on the sponsor/GP side of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities81%
State & Local Bonds11%
Cash & Cash Equivalents4%
US Government Bonds2%
Investment Grade Corp Bonds2%

Owners & executives

3 of 3

FRANK BROWN
Managing Partner, Chief StrategistCRD 726605
NATASHA LAMB
Managing Partner and Chief Investment OfficerCRD 6671148
ALEXANDER LAMB
Managing Partner, Portfolio Manager, Chief Compliance OfficerCRD 7316474