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ARJUNA CAPITAL, LLC
CRD 283713 · SEC 801-107908
13 ELM STREET, SUITE 2, MANCHESTER, MA, 01944, United States
Phone
(978) 704-0112
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$642.4M
Discretionary AUM
$642.4M
Team
14 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $40.1M |
| High net worth individuals | 98 | $439.4M |
| Pooled investment vehicles | 7 | $118.2M |
| Charitable organizations | 11 | $25.7M |
| Corporations/business entities | 7 | $14.7M |
States served
CA, MA, NY, NC, WA, TX
All web addresses on file
Official SEC filing: View on IAPD