Investment adviser · CRD 283713

ARJUNA CAPITAL, LLC

Investment adviser filing (IA)

MANCHESTER, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $642M
Client accounts: 554
Employees: 14
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	98	$439,369,991	68.4%
Pooled investment vehicles	7	$118,191,251	18.4%
Individuals	51	$40,081,154	6.2%
Charities	11	$25,700,775	4.0%
Corporations & businesses	7	$14,664,343	2.3%
Retirement plans	Fewer than 5	$4,352,763	0.7%

Filing source

Form ADV 2081444 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

NEW SUMMIT IMPACT FUND II- B, L.P.Venture Capital Fund · Last reported Mar 31, 2026$28.1MGross asset value

Form D fundraising filings

New Summit Impact Fund II-B, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY, PC BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY, PC
PCAOB 392

Fund details & source

Fund ID: 805-3549325946
Reported beneficial owners: 63
Minimum commitment: $250K
Form D file number: 021-324587

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW SUMMIT IMPACT FUND III-B, LPVenture Capital Fund · Last reported Mar 31, 2026$27.8MGross asset value

Form D fundraising filings

New Summit Impact Fund III-B, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Custodian JP MORGAN CHASE PRIVATE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY
PCAOB 392

Fund details & source

Fund ID: 805-9125198075
Reported beneficial owners: 84
Minimum commitment: $250K
Form D file number: 021-408350

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKET IMPACT FUND I, L.P.Venture Capital Fund · Last reported Mar 31, 2026$20.5MGross asset value

Form D fundraising filings

Private Market Impact Fund I, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY
PCAOB 392

Fund details & source

Fund ID: 805-6556490822
Reported beneficial owners: 80
Minimum commitment: $250K
Form D file number: 021-323560

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCOME & IMPACT FUND LLCOther Private Fund · Last reported Mar 31, 2026$18.1MGross asset value

Form D fundraising filings

INCOME & IMPACT FUND, LLC

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Custodian CLIMATE FIRST BANK ST. PETERSBURG, Florida, United States Related to adviser: No

Custodian WALDEN MUTUAL BANK CONCORD, New Hampshire, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY
PCAOB 392

Fund details & source

Fund ID: 805-1498624239
Reported beneficial owners: 53
Minimum commitment: $250K
Form D file number: 021-337029

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW SUMMIT IMPACT FUND II- A, L.P.Venture Capital Fund · Last reported Mar 31, 2026$8.63MGross asset value

Form D fundraising filings

New Summit Impact Fund II-A, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY, PC BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY, PC
PCAOB 392

Fund details & source

Fund ID: 805-8783493640
Reported beneficial owners: 62
Minimum commitment: $250K
Form D file number: 021-324584

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW SUMMIT IMPACT FUND III-A, LPVenture Capital Fund · Last reported Mar 31, 2026$7.62MGross asset value

Form D fundraising filings

New Summit Impact Fund III-A, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY
PCAOB 392

Fund details & source

Fund ID: 805-3176087760
Reported beneficial owners: 52
Minimum commitment: $250K
Form D file number: 021-408347

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW SUMMIT IMPACT FUND IV, LPVenture Capital Fund · Last reported Mar 31, 2026$7.48MGross asset value

Form D fundraising filings

New Summit Impact Fund IV, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WOLF & COMPANY BOSTON, Massachusetts, United States

Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WOLF & COMPANY
PCAOB 392

Fund details & source

Fund ID: 805-9301839682
Reported beneficial owners: 21
Minimum commitment: $250K
Form D file number: 021-508477

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

13 ELM STREET, SUITE 2
MANCHESTER, MA, 01944, United States

CRD 283713

Filing source

Form ADV 2081444 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.