1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARJUNA CAPITAL, LLC

Map pinMANCHESTER, MA
Phone(978) 704-0112
NotebookSEC #801-107908
Total AUM
$642.4M
Employees
14
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 ELM STREET
SUITE 2
MANCHESTER
MA 01944
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(978) 704-0112
Other Offices
1

ReceiptFinancials

Total AUM
$642.4M
Accounts
554
Discretionary
$642.4M
Accounts
554
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
51
AUM
$40.1M
HNW Individual Clients
98
AUM
$439.4M
Pooled Vehicle Clients
7
AUM
$118.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M
Charitable Organization Clients
11
AUM
$25.7M
Corporation or Business Clients
7
AUM
$14.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANCNYTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account