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ARJUNA CAPITAL, LLC

MANCHESTER, MA · CRD 283713 · IAPD ↗ · arjuna-capital.com · (978) 704-0112

$642.4MRegulatory AUM
3Advisory reps
14Employees
0Clients
101-250Planning clients
7Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — ARJUNA CAPITAL, LLC moved its main office from DURHAM, NC to MANCHESTER, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2025 — ARJUNA CAPITAL, LLC now reports custody of client assets ($117.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — ARJUNA CAPITAL, LLC crossed $500M in regulatory AUM ($458.1M -> $634.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — ARJUNA CAPITAL, LLC now reports 7 private fund(s) ($117.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
64
April 2024 — ARJUNA CAPITAL, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.