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Natasha L. Lamb

ARJUNA CAPITAL
MANCHESTER-BY-THE-SEA, MA 01944
Some features on this profile are disabled
CRD#: 6671148
NL

Professional summary

Natasha Libbey Lamb is a registered financial advisor currently at ARJUNA CAPITAL, LLC located in Manchester-by-the-sea, Massachusetts.

Natasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Natasha has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NEW SUMMIT INVESTMENTS, LLC, INVESTMENT RELATED, 13 ELM STREET MANCHESTER, MA 01944, ADVISER TO POOLED INVESTMENT VEHICLES, MANAGING PARTNER, OWNER AND MANAGING PARTNERS, OCTOBER 2020, 8 HOURS PER MONTH, 8 HOURS DURING SECURITIES TRADING HOURS, DUTIES INCLUDE GENERAL BUSINESS INVOLVED WITH BEING AN OWNER AND MANAGING PARTNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Libbey Lamb's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 30, 2017 - Present

ARJUNA CAPITAL, LLC

Office #1: 13 Elm Street, Manchester-by-the-sea, MA 01944
RIA
CRD#: 283713
MANCHESTER-BY-THE-SEA, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ARJUNA CAPITAL, LLC
ARJUNA CAPITAL, LLC

CRD#: 283713 / SEC#: 801-107908

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(1/30/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/9/2017
Uniform Investment Adviser Law Examination

Current Firm

AC
ARJUNA CAPITAL, LLC
ARJUNA CAPITAL, LLC

CRD#: 283713 / SEC#: 801-107908

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)
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Contact information

Main Address
13 Elm Street Suite 2, Manchester, MA 01944
Mailing Address
353 West Main Street, Durham, NC 27701
Phone number
(978) 704-0112
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARJUNA CAPITAL ADV 2A (6/5/2025)

Regulatory assets under management

Total Number of Accounts610
AUM (Assets Under Management)$ 598,552,202

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARJUNA CAPITAL, LLC

CRD#: 283713Manchester-by-the-sea, MA 01944

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