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Arjuna Capital, LLC

Arjuna Capital, LLC. CRD 283713

Arjuna Capital, LLC logo

CRD: 283713

Arjuna Capital, LLC

Manchester, MA, 01944
9787040112
arjuna-capital.com
$642.4M Total AUM
$642.4M Disc. AUM
14.6% 3Y CAGR
14 Employees
174 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท JP Morgan
Clients
Retail and Institutional
Platforms
Capital wave
Established Date
06-02-2016
Office Locations
2

Office Locations

13 ELM Street Manchester MA
353 West Main Street Durham NC

About Arjuna Capital, LLC

Arjuna Capital is a boutique wealth manager offering performance-oriented, fossil-fuel-free portfolios across public and private markets. The firm uses a sustainability lens to divest from harmful industries, invest in solution providers aligned with the UN Sustainable Development Goals, and actively engage portfolio companies. Serves retail and institutional clients seeking return with sustainability.

Team overview

41 AVG AGE
$214.1M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
5.4 yrs AVG TENURE
14 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Accredited Investors

Ember atlas

Asset Classes

Frontier pioneer Alpha Optima signal Horizon pioneer Alpha zenith Optima prime Foundation

Client Personas

Fusion zenith

Custodian

Vertex fusion Ridge Oak quantum

Investment Themes

Radial frontier Unison alpha Zenith legacy Momentum foundation

Investment Vehicles

Oak summit Pathway

Services

Prime Atlas Element

Technology

Oak

Owner & Executives

F

FRANK FARNUM BROWN JR

Chief Compliance Officer, CHIEF STRATEGIST, Consultant, Managing Member, Managing Partner, President

CRD
#726605
Ownership
25% but less than 50%
(390) 294-5617
vital.pioneer@focuscapital.com
in linkedin.com/in/zenith-beacon
NATASHA LIBBEY LAMB

NATASHA LIBBEY LAMB

Chief Executive Officer, Chief Investment Officer, Managing Member

CRD
#6671148
Ownership
25% but less than 50%
(386) 439-9344
north.ember@pioneercapital.com
in linkedin.com/in/legacy-peak
H

Harbor capital

Focus unison bridge

CRD
#15118
Ownership
20.4%
(783) 763-3631
horizon.unison@pioneercapital.com
in linkedin.com/in/radial-summit

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Contacts

K

KARL DOUGLAS FRIES

--

CRD
#7911208
(765) 406-1295
pathway.ridge@catalystcapital.com
in linkedin.com/in/momentum-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-31-2022
05-16-2023
03-28-2024
06-05-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $642,360,277 $1,159,495
Non-Discretionary $0 --
Total $642,360,277 $1,159,495

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Separately Managed Accounts

Total SMA Asset: $524,169,026

$524.2M Total SMA
Equity - Exchange:
16.7%
Municipal Bonds:
36.0%
Cash:
11.6%
Corporate - Investment Grade:
11.8%
U.S. Government/Agency:
23.9%
Asset class Assets Assets %
Equity - Exchange $191,750,945 16.7%
Municipal Bonds $413,355,330 36.0%
Cash $133,192,273 11.6%
Corporate - Investment Grade $135,488,691 11.8%
U.S. Government/Agency $274,422,010 23.9%
Total $1,148,209,249 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ELEMENT RADIAL TIMBER RADIAL LB96I2ZLC THP 5.85% $104,448,367
MATRIX EMBER VALUE VECTOR UFK076GCS AEXS 9.35% $59,712,600
PATHWAY VECTOR HARBOR SIGNAL PIONEER UGWD9G3KN NGYMU 2.53% $1,498,559
QUANTUM PRIME DELTA WAVE 75W61EJ60 HWBWA 10.10% $115,518,661
CAPITAL LEGACY RIDGE PATHWAY UNISON RBLQJ9439 SYCGN 2.83% $111,149,549
ATLAS INSIGHT RADIAL CREST MOMENTUM LN7GJW6I0 OKJZX 10.12% $35,302,124
PEAK RADIAL EMBER VALUE QNXA8EA0I AWWMA 8.38% $6,321,578
PATHWAY ALPHA RADIAL FOUNDATION FRONTIER KGI7HWMMA QFSM 6.05% $58,961,852

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