Arjuna Capital, LLC
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
- HNWI69.34%
- Pooled Investment Vehicles17.39%
- Individuals6.3%
- Charitable Organizations3.89%
- Corporations / Businesses2.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Arjuna Capital, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2016. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that also advises pooled vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. The firm charges percentage-of-AUM fees and may assess performance-based fees. Arjuna identifies as an active ESG investor and lists roles as an adviser and as a sponsor/GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- State & Local Bonds11%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$66.6M in ETFs
100%
$66.4M
0%
$267K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $37.2M | 369,442 | 55.82% |
Location
Manchester, MA
Essex
Location
Manchester, MA
Headquartered in Manchester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 13 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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