Arjuna Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$514,132,896
Clients
149
Advisors
3
across 2 offices
About
Arjuna Capital provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, and also serves as manager and adviser to pooled private investment vehicles. The firm manages separately managed accounts on a discretionary basis and operates several private funds, including an Income & Impact Fund and New Summit Impact Fund series, which are offered to accredited investors and, in some cases, qualified purchasers.
The firm combines fundamental and technical analysis with sustainability and impact criteria—targeting climate solutions, economic opportunity and healthy communities—when selecting public and private investments. Its strategies include publicly traded securities, private equity and venture capital fund investments, and debt instruments, with the Income & Impact Fund focused on direct lending to early‑ and mid‑stage enterprises.
Relative to many team firms, Arjuna Capital acts as a private fund adviser and fund sponsor, manages pooled vehicles, and receives performance‑based carried interest from its private funds while separately managed accounts are not charged performance fees. The firm also offers co‑investment opportunities to certain investors, retains affiliated general partner entities for its funds following a 2025 merger with New Summit Investments, and provides annual audited financial statements to fund investors.
Client services
Expertise
Fee options
$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 fees (carried interest) applicable only to Private Funds investors, not charged for separately managed accounts.
Account minimum: $3,000,000
Main office
See office13 Elm Street
Manchester MA 01944
Advisors at this office
2
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 in 2022, he worked for seven years at the Appalachian Mountain Club. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, and also manages pooled private investment vehicles. The firm integrates fundamental and technical analysis with sustainability and impact criteria, focusing on climate solutions, economic opportunity, and healthy communities across public and private markets.
Frank B
Series 65
Durham, NC
Arjuna Capital, LLC
Frank Brown Jr. is a financial advisor at Arjuna Capital, LLC in Durham, NC, holding a Series 65 designation with 23 years of industry experience. His career includes roles at Trillium Asset Management from 2002 to 2013 and Baldwin Wealth Partners, LLC from 2013 to 2016 before joining Arjuna Capital in 2016. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, while also managing pooled private investment vehicles. The firm integrates fundamental and technical analysis with sustainability and impact criteria across public and private investments, including funds focused on climate solutions and economic opportunity.
Natasha L
Series 65
Manchester, MA
Arjuna Capital, LLC
Natasha Lamb is a financial advisor at Arjuna Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been involved with Arjuna Capital since 2016. In addition, she is a managing partner and owner of New Summit Investments, LLC, where she is engaged in general business activities related to investment advisory services. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages separately managed accounts and several private funds, employing a strategy that integrates fundamental and technical analysis with sustainability and impact criteria.
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