ARJUNA CAPITAL, LLC
SEC RegisteredEnlightened Investing
About the firm
Arjuna Capital is a boutique wealth management firm that invests portfolios for return and sustainability. With eight decades of sustainable investing experience among its managing partners, the firm offers performance-oriented, fossil-fuel-free strategies across all four quadrants of sustainable investing — public and private, debt and equity. Arjuna Capital is a certified Benefit Corporation (B Corp).
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A full spectrum of investment options across asset classes, including fossil-fuel-free investments in publicly traded stocks and bonds, private equity and debt funds, and proprietary stock strategies. The firm also offers active investor engagement with portfolio companies and partners selectively with sustainable investing specialists.
Who they serve
Clients who seek to invest in ways that further both their own financial wellbeing and the health of society.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $40M |
| High Net Worth Individuals | 98 | $439M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 7 | $118M |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Next $5,000,000 | 0.50% |
| Next $40,000,000 | 0.45% |
| Over $50,000,000 | 0.40% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARJUNA CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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