The ARJUNA CAPITAL is a privately held investment adviser that advises $642.36mn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. ARJUNA CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 80.43% over the last 5-years.
The Group has been registered with the SEC for 10.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 13 ELM STREET SUITE 2, MANCHESTER, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 3 investment and 11 non-investment staff. The total number of Employees increased by 27.27% over the last 5-years.
Their $642.36mn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 18 other accounts. Assets of High Net Worth Individuals clients own $439.37mn or 68.4% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $118.19mn or 18.4% of Total Assets.
The Group's top investment strategies include Early Stage, Fund of Funds and Long/Short Equity, representing 48.41%, 29.93% and 15.33% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
ARJUNA CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.