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 registered investment adviser formed in 2016 that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and pooled vehicles, and selection of sub-advisers. Its compensation mixes a percentage-of-AUM fee with the potential for performance-based fees. Arjuna identifies as an active ESG investor and is affiliated in roles such as investment adviser and sponsor, general partner, and managing member 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