ARJUNA CAPITAL, LLC

CRD 283713File 801-107908

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$642.4M

Above cohort median (national)

Discretionary AUM

$642.4M

Clients

174

554 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jun 2, 2016
Principal office: 13 ELM STREET, SUITE 2, MANCHESTER, MA, 01944
Phone: (978) 704-0112
Website: HTTP://WWW.ARJUNA-CAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $642.4M
Discretionary AUM: $642.4M
Non-discretionary AUM: $0
Discretionary accounts: 554
Non-discretionary accounts: 0
Total accounts: 554
AUM per client: $3.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$14.7M
Charitable organizations	11	$25.7M
High net worth individuals	98	$439.4M
Pooled investment vehicles	7	$118.2M
Pension and profit sharing plans	Fewer than 5	$4.4M
Individuals (other than high net worth individuals)	51	$40.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.