Manchester, MA Office

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.