Arjuna Capital, LLC logo

Arjuna Capital, LLC

Updated today

Client assets under management

$479,451,145

Clients

149

66% high-net worth

Advisors

3

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

50

Low

Average account size

$3,217,793

About

Arjuna Capital provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, charitable organizations and business entities, and also serves as investment manager to private pooled investment vehicles. The firm charges asset‑based fees for separately managed accounts and manages approximately $642 million in discretionary assets.

The firm integrates sustainability factors—with a focus on climate solutions, economic opportunity and healthy communities—into both public and private market strategies, and primarily manages client accounts on a discretionary basis. Its private fund platform targets private equity, venture and debt investments aimed at impact outcomes, while one fund, Income & Impact Fund, pursues a distinct direct‑lending strategy to early‑ and mid‑stage enterprises.

Arjuna Capital is notable among similar team firms for operating as a private fund adviser and sponsor, managing pooled vehicles and accepting performance‑based carried interest for those funds while not charging performance fees on separately managed accounts. The adviser also offers co‑investment opportunities alongside its funds, maintains a fund‑of‑funds orientation for many vehicles, and discloses fund governance practices such as audited annual financial statements and investor minimums in its offering documents.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing Private / alternative investments Income planning General retirement planning

Fee options

Percentage

$0 - $2,000,000: 1.00% per year $2,000,001 - $5,000,000: 0.75% per year $5,000,001 - $10,000,000: 0.50% per year $10,000,001 - $50,000,000: 0.45% per year $50,000,001+: 0.40% per year

Performance-based

Performance-based carried interest fees on Private Funds; not charged for separately managed accounts.

Other

Account minimum: $3,000,000

Main office location

Arjuna Capital, LLC

13 Elm Street, Suite 2

Manchester MA 01944, United States

Number of offices

2

Most active in

California · Massachusetts · New York · North Carolina · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Karl F

CFA®

Manchester, MA

Arjuna Capital, LLC

Karl Fries is a CFA® charterholder with four years of experience at Arjuna Capital, LLC. Prior to joining Arjuna Capital, he worked for seven years at the Appalachian Mountain Club. Arjuna Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages private funds focused on private equity, venture capital, debt investments, and impact lending.

ESG / Sustainable investing Private / alternative investments Income planning General retirement planning
user avatar

Frank B

Series 65

Durham, NC

Arjuna Capital, LLC

Frank Brown is a financial advisor at Arjuna Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Arjuna Capital since 2016, following three years at Baldwin Brothers, Inc. The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. Arjuna Capital integrates sustainability factors into its investment approach, focusing on climate solutions, economic opportunity, and healthy communities while managing private funds with long-term, concentrated strategies in private equity, venture capital, and debt.

ESG / Sustainable investing Private / alternative investments Income planning General retirement planning
user avatar

Natasha L

Series 65

Manchester, MA

Arjuna Capital, LLC

Natasha Lamb is a financial advisor with Arjuna Capital, LLC, holding a Series 65 designation and nine years of industry experience. She has worked at Baldwin Brothers, Inc., Arjuna Capital, and New Summit Investments, LLC, where she is a managing partner. Arjuna Capital provides discretionary portfolio management and financial planning for individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm integrates sustainability factors into its investment approach and offers private funds focused on private equity, venture capital, debt investments, and impact lending.

ESG / Sustainable investing Private / alternative investments Income planning General retirement planning
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