Arjuna Capital

What Arjuna Capital does

Arjuna Capital is a privately held boutique wealth management and sustainable-investment firm co-founded in 2013 by Farnum Brown, PhD and Natasha Lamb, MBA, and headquartered in Boston, Massachusetts. The firm manages approximately $300 million in assets (as of March 2021) for high-net-worth individuals, families, and institutional clients, offering performance-oriented, fossil-fuel-free strategies across all four quadrants of sustainable investing — public and private equity and debt. Its core product surface includes fossil-fuel-free portfolio strategies aligned with the United Nations Sustainable Development Goals, the proprietary New Summit Impact Fund, and active shareholder-engagement services targeting portfolio companies on climate risk, gender pay equity, racial equity, and sexual-harassment accountability.

The firm's go-to-market is direct and high-touch, with no disclosed pricing, no public or partner-facing API, and no proprietary technology platform beyond a standard Squarespace web presence. Revenue is generated through recurring investment management fees on AUM, consistent with the standard boutique-RIА model. There are no disclosed funding rounds, parent companies, or institutional investors, and ownership and operational control remain with the three managing partners — Natasha Lamb (CEO/CIO/Portfolio Manager), Farnum Brown (President/Chief Strategist/Portfolio Manager), and Alex Lamb (Managing Partner/CCO/Portfolio Manager).

Arjuna differentiates itself through thought-leadership-driven shareholder activism, anchored by partnerships with Open MIC (tech-sector governance, founded by Farnum Brown), Proxy Impact (Gender Pay Scorecard methodology), and BASIC (New England sustainable-investing network). Landmark campaigns include a 2014 Exxon Mobil negotiation that produced the company's first climate-risk disclosure, an 78% shareholder vote at Microsoft in November 2021 mandating sexual-harassment reporting, and a 2022 Visa agreement to publish pay-equity data — outcomes that have generated sustained earned media in Bloomberg, WSJ, CNBC, and Forbes and reinforced the firm's brand as a leading independent ESG activist investor.

Name

Arjuna Capital

Legal name

Arjuna Capital

Website

https://arjuna-capital.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Arjuna Capital is a Boston-based boutique wealth management firm that manages approximately $300 million in fossil-fuel-free, ESG-aligned portfolios for high-net-worth individuals, families, and institutions, while conducting shareholder activism on climate, pay equity, and governance.

Ownership category

akta.pro rank

Product category

Sustainable Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

Sustainable/ESG Equity (Active) (FSAAAIAM)

Keywords

• Sustainable wealth management
• ESG investing services
• Fossil fuel free investing
• Impact investment strategies
• Shareholder activism campaigns

Headquarters

HQ city

Manchester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management Services: Arjuna Capital operates as a boutique wealth management firm, generating revenue through investment management fees. They offer performance-oriented, fossil-fuel-free strategies across all four quadrants of sustainable investing, including proprietary stock strategies. The firm works with high-net-worth individuals, families, and institutions to invest assets with an ESG lens.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Arjuna Capital is a boutique wealth management firm that manages investment portfolios with a sustainable and impact investing mandate for high-net-worth individuals, families, and institutional clients. The firm delivers fossil-fuel-free strategies across publicly traded stocks and bonds as well as private equity and debt funds, supplemented by the proprietary New Summit Impact Fund. Client portfolios are constructed through an ESG lens aligned with the United Nations Sustainable Development Goals, and the firm conducts active shareholder engagement (including proxy proposals) to improve corporate sustainability performance.

Product overview

Arjuna Capital is a boutique wealth management firm offering sustainable and impact investment services. The company provides a unified suite of investment products centered on sustainable investing with four core offerings: fossil-fuel-free investment strategies across publicly traded stocks, bonds, private equity, and debt funds; the proprietary New Summit Impact Fund; and active investor engagement services. The firm aligns investments with the United Nations Sustainable Development Goals and engages with portfolio companies to improve sustainability performance.

Differentiator

Problem solved

Functional benefit

Products and services

• Sustainable Investing Services Investment management service for high-net-worth individuals, families, and institutional clients that integrates ESG factors into portfolio construction aligned with the United Nations Sustainable Development Goals, covering publicly traded stocks and bonds as well as private equity and debt funds.
• Fossil-Fuel-Free Investments A suite of fossil-fuel-free investment vehicles, comprising publicly traded stocks and bonds plus private equity and debt funds, designed to divest portfolios from fossil fuels while gaining exposure to companies commercializing clean energy and sustainability solutions.
• New Summit Impact Fund A proprietary impact investment fund managed by Arjuna Capital that integrates sustainability into strategic business value creation; Alex Lamb, Managing Partner, co-founded the fund and serves as a member of its investment committee.

Quantifiable outcome

• 78% shareholder vote for sexual harassment accountability proposal at Microsoft annual meeting
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Open Media and Information Company Initiative (Open MIC)coreStrategic or Co-development Partner · 1 January 2007Farnum Brown founded Open MIC in 2007 as a nonprofit shareholder coalition promoting an open, competitive digital ecosystem. The organization pioneered shareholder engagement on issues such as net neutrality and online privacy. Arjuna Capital collaborates with Open MIC on shareholder proposals at tech companies including Facebook, Google, and Twitter.
• Proxy ImpactcoreStrategic or Co-development PartnerArjuna Capital partners with Proxy Impact on the Gender Pay Scorecard initiative, providing quantitative analysis of corporate pay equity disclosures. The collaboration produces annual reports ranking companies on gender and racial pay equity disclosures.
• Building a Sustainable Investment Community (BASIC)minorStrategic or Co-development PartnerAlex Lamb co-founded BASIC, a network of investment professionals in New England focused on sustainable investing.
• Sustainable Investing SpecialistsminorStrategic or Co-development PartnerArjuna Capital partners selectively with sustainable investing specialists who complement their capabilities, offering clients diversified access across a full range of sustainable investing opportunities.
• New Summit Impact FundcoreStrategic or Co-development PartnerAlex Lamb co-founded and leads Arjuna's New Summit Impact Fund, serving as a member of the Fund's investment committee.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ArjunaCapital
• Facebookfacebook.com/EnlightenedInvesting
• Instagraminstagram.com/arjunacapital
• LinkedInlinkedin.com/company/arjuna-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arjuna Capital