DFX Intelligence
Arjuna Income & Impact Fund LLC
As of · the latest observation of this vehicle; each figure below carries its own filing date
FundraisingEvergreen or indefinite offeringADV: Other Private FundOutside venture scope
A other private fund outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
21 additional principals, 2 additional placement agents, 9 events
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- $39.7Msold at the filing
Latest Form D filed on 18 Sep 2026: $39.7M sold, 127 investors. A Form D amount is what was sold at the filing, never a final close.
A new or amended Form D means the vehicle is taking money now.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2014basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-209442, 021-337029, sworn by the adviser or filed under this vehicle
- Form D sold
- $39.7Mas of the filing of Sep 18, 2026, 127 investors
- First sale
- Jan 1, 2014
- Reported GAV
- $18.1Mon the Form ADV filed Sep 12, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 53
- Reported on ADV
- Mar 26, 2014 to Sep 12, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Evergreen or indefinite offering
Form D filed or amended 2026-09-18: offering indefinite, sold $39.7M (fr-1)
evidence dated Sep 18, 2026.
Lifecycle
Fundraising
Lifecycle
Form D within 18 months and the offering is not sold out
first sale: Jan 1, 2014vintage year: 2014adv gav as of: Sep 12, 2026vintage basis: Form d first saleform d sold: $39.7Mform d offering: n/aform d latest filed at: Sep 18, 2026
The fund's own reporting through time
19 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 26, 2014 | Other Private Fund | $7.0M | 28 | $200,000 | 4% | yes | |
| Nov 5, 2014 | Other Private Fund | $7.0M | 28 | $200,000 | 4% | yes | |
| Mar 23, 2015 | Other Private Fund | $11.0M | 31 | $200,000 | 1% | yes | |
| Oct 13, 2015 | Other Private Fund | $11.0M | 31 | $200,000 | 1% | yes | |
| Mar 18, 2016 | Other Private Fund | $11.7M | 51 | $200,000 | 4% | yes | |
| May 11, 2016 | Other Private Fund | $11.7M | 51 | $200,000 | 4% | yes | |
| Jun 1, 2016 | Other Private Fund | $11.7M | 51 | $200,000 | 4% | yes | |
| Sep 7, 2016 | Other Private Fund | $11.7M | 51 | $200,000 | 4% | yes | |
| Oct 13, 2016 | Other Private Fund | $11.7M | 51 | $200,000 | 4% | yes | |
| Mar 31, 2021 | Other Private Fund | $27.3M | 94 | $250,000 | 2% | yes | |
| Apr 14, 2021 | Other Private Fund | $27.3M | 94 | $250,000 | 2% | yes | |
| Mar 30, 2022 | Other Private Fund | $16.6M | 58 | $250,000 | 2% | yes | |
| Jun 7, 2022 | Other Private Fund | $16.6M | 58 | $250,000 | 2% | yes | |
| Nov 3, 2022 | Other Private Fund | $16.6M | 58 | $250,000 | 2% | yes | |
| Mar 28, 2023 | Other Private Fund | $18.8M | 62 | $250,000 | 1% | yes | |
| Aug 29, 2023 | Other Private Fund | $18.8M | 62 | $250,000 | 1% | yes | |
| Mar 25, 2024 | Other Private Fund | $18.6M | 58 | $250,000 | 1% | yes | |
| Mar 31, 2026 | Other Private Fund | $18.1M | 53 | $250,000 | 0% | ||
| Sep 12, 2026 | $18.1M | 53 | $250,000 | 0% |
Principals and agents
24 principals on Form D, 0 placement agents
- Alexandra Ellis Executive Officer
- Natasha Lamb Executive Officer
- Arjuna Capital Promoter
Service providers
5 named on Form ADV Schedule D and Form D
- AuditorWOLF & COMPANY, P.C. · BOSTON, Massachusetts, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- AdministratorApex Group · CHARLOTTE, North Carolina, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- CustodianBANC OF CALIFORNIA · LOS ANGELES, California, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
14 events
- Sep 18, 2026Income & Impact Fund, LLC filed Form D/A: $39,737,000 sold (indefinite offering), Other Investment FundForm D filed Fact Form D
- Sep 2, 2026Income & Impact Fund, LLC filed Form D/A: $39,737,000 sold (indefinite offering), Other Investment FundForm D filed Fact Form D
- Sep 2, 2025Income & Impact Fund, LLC filed Form D/A: $37,567,000 sold (indefinite offering), Private Equity FundForm D filed Fact Form D
- Oct 1, 2024Income & Impact Fund, LLC filed Form D/A: $36,967,000 sold (indefinite offering), Private Equity FundForm D filed Fact Form D
- Oct 6, 2023Income & Impact Fund, LLC filed Form D/A: $36,217,000 sold (indefinite offering), Private Equity FundForm D filed Fact Form D
Evidence
201 observations
Every observation on this vehicle
- Adv pdf fund: INCOME & IMPACT FUND LLC Sep 12, 2026 Fact Form ADV
- Entity type: Limited Liability Company Fact Form D
- Entity type: Limited Liability Company Sep 18, 2026 Fact Form D
- Entity type: Limited Liability Company Sep 2, 2026 Fact Form D
- Entity type: Limited Liability Company Sep 2, 2025 Fact Form D
- Entity type: Limited Liability Company Oct 1, 2024 Fact Form D
- Entity type: Limited Liability Company Oct 6, 2023 Fact Form D
- Entity type: Limited Liability Company Oct 18, 2022 Fact Form D
- Entity type: Limited Liability Company Oct 8, 2021 Fact Form D
- Entity type: Limited Liability Company Oct 9, 2020 Fact Form D
- Entity type: Limited Liability Company Oct 21, 2019 Fact Form D
- Entity type: Limited Liability Company Apr 11, 2019 Fact Form D
- Entity type: Limited Liability Company Apr 10, 2014 Fact Form D
- Entity type: Limited Liability Company Jan 7, 2014 Fact Form D
- Form D fund type: Private Equity Fund Fact Form D
- Form D fund type: Other Investment Fund Sep 18, 2026 Fact Form D
- Form D fund type: Other Investment Fund Sep 2, 2026 Fact Form D
- Form D fund type: Private Equity Fund Sep 2, 2025 Fact Form D
- Form D fund type: Private Equity Fund Oct 1, 2024 Fact Form D
- Form D fund type: Private Equity Fund Oct 6, 2023 Fact Form D
- Form D fund type: Private Equity Fund Oct 18, 2022 Fact Form D
- Form D fund type: Private Equity Fund Oct 8, 2021 Fact Form D
- Form D fund type: Private Equity Fund Oct 9, 2020 Fact Form D
- Form D fund type: Private Equity Fund Oct 21, 2019 Fact Form D
- Form D fund type: Other Investment Fund Apr 10, 2014 Fact Form D
- Form D fund type: Other Investment Fund Jan 7, 2014 Fact Form D
- Form D industry group: Pooled Investment Fund Fact Form D
- Form D industry group: Investing Fact Form D
- Form D industry group: Pooled Investment Fund Sep 18, 2026 Fact Form D
- Form D industry group: Pooled Investment Fund Sep 2, 2026 Fact Form D
- Form D industry group: Pooled Investment Fund Sep 2, 2025 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 1, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 6, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 18, 2022 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 8, 2021 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 9, 2020 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 21, 2019 Fact Form D
- Form D industry group: Investing Apr 11, 2019 Fact Form D
- Form D industry group: Pooled Investment Fund Apr 10, 2014 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 7, 2014 Fact Form D
- Amendment: true Fact Form D
- Amendment: false Fact Form D
- Amendment: true Sep 18, 2026 Fact Form D
- Amendment: true Sep 2, 2026 Fact Form D
- Amendment: true Sep 2, 2025 Fact Form D
- Amendment: true Oct 1, 2024 Fact Form D
- Amendment: true Oct 6, 2023 Fact Form D
- Amendment: true Oct 18, 2022 Fact Form D
- Amendment: true Oct 8, 2021 Fact Form D
- Amendment: true Oct 9, 2020 Fact Form D
- Amendment: true Oct 21, 2019 Fact Form D
- Amendment: false Apr 11, 2019 Fact Form D
- Amendment: true Apr 10, 2014 Fact Form D
- Amendment: false Jan 7, 2014 Fact Form D
- Revenue range (Form D): Decline to Disclose Fact Form D
- Revenue range (Form D): Decline to Disclose Sep 2, 2025 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 1, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 6, 2023 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 18, 2022 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 8, 2021 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 9, 2020 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 21, 2019 Fact Form D
- Revenue range (Form D): Decline to Disclose Apr 11, 2019 Fact Form D
- Incorporated: overFiveYears Fact Form D
- Incorporated: overFiveYears Sep 18, 2026 Fact Form D
- Incorporated: overFiveYears Sep 2, 2026 Fact Form D
- Incorporated: overFiveYears Sep 2, 2025 Fact Form D
- Incorporated: overFiveYears Oct 1, 2024 Fact Form D
- Incorporated: overFiveYears Oct 6, 2023 Fact Form D
- Incorporated: overFiveYears Oct 18, 2022 Fact Form D
- Incorporated: overFiveYears Oct 8, 2021 Fact Form D
- Incorporated: overFiveYears Oct 9, 2020 Fact Form D
- Incorporated: overFiveYears Oct 21, 2019 Fact Form D
- Incorporated: overFiveYears Apr 11, 2019 Fact Form D
- Incorporated: withinFiveYears Apr 10, 2014 Fact Form D
- Incorporated: withinFiveYears Jan 7, 2014 Fact Form D
- Jurisdiction: Delaware Fact Form D
- Jurisdiction: Delaware Sep 18, 2026 Fact Form D
- Jurisdiction: Delaware Sep 2, 2026 Fact Form D
- Jurisdiction: Delaware Sep 2, 2025 Fact Form D
- Jurisdiction: Delaware Oct 1, 2024 Fact Form D
- Jurisdiction: Delaware Oct 6, 2023 Fact Form D
- Jurisdiction: Delaware Oct 18, 2022 Fact Form D
- Jurisdiction: Delaware Oct 8, 2021 Fact Form D
- Jurisdiction: Delaware Oct 9, 2020 Fact Form D
- Jurisdiction: Delaware Oct 21, 2019 Fact Form D
- Jurisdiction: Delaware Apr 11, 2019 Fact Form D
- Jurisdiction: Delaware Apr 10, 2014 Fact Form D
- Jurisdiction: Delaware Jan 7, 2014 Fact Form D
- Amount sold (Form D): $30.1M Fact Form D
- Amount sold (Form D): $560,000 Fact Form D
- Amount sold (Form D): $39.7M Sep 18, 2026 Fact Form D
- Amount sold (Form D): $39.7M Sep 2, 2026 Fact Form D
- Amount sold (Form D): $37.6M Sep 2, 2025 Fact Form D
- Amount sold (Form D): $37.0M Oct 1, 2024 Fact Form D
- Amount sold (Form D): $36.2M Oct 6, 2023 Fact Form D
- Amount sold (Form D): $28.5M Oct 18, 2022 Fact Form D
- Amount sold (Form D): $27.1M Oct 8, 2021 Fact Form D
- Amount sold (Form D): $25.8M Oct 9, 2020 Fact Form D
- Amount sold (Form D): $30.1M Oct 21, 2019 Fact Form D
- Amount sold (Form D): $560,000 Apr 11, 2019 Fact Form D
- Amount sold (Form D): $9.8M Apr 10, 2014 Fact Form D
- Amount sold (Form D): $7.0M Jan 7, 2014 Fact Form D
- Offering amount (Form D): $20.0M Fact Form D
- Offering amount (Form D): $20.0M Apr 11, 2019 Fact Form D
- Offering amount (Form D): $30.0M Apr 10, 2014 Fact Form D
- Offering amount (Form D): $10.0M Jan 7, 2014 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Fact Form D
- Exemptions: 06b Fact Form D
- Exemptions: 06b, 3C, 3C.1 Sep 18, 2026 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Sep 2, 2026 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Sep 2, 2025 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Oct 1, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Oct 6, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Oct 18, 2022 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Oct 8, 2021 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Oct 9, 2020 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Oct 21, 2019 Fact Form D
- Exemptions: 06b Apr 11, 2019 Fact Form D
- Exemptions: 06b Apr 10, 2014 Fact Form D
- Exemptions: 06b Jan 7, 2014 Fact Form D
- First sale: 2014-01-01 Fact Form D
- First sale: 2019-04-01 Fact Form D
- First sale: 2014-01-01 Sep 18, 2026 Fact Form D
- First sale: 2014-01-01 Sep 2, 2026 Fact Form D
- First sale: 2014-01-01 Sep 2, 2025 Fact Form D
- First sale: 2014-01-01 Oct 1, 2024 Fact Form D
- First sale: 2014-01-01 Oct 6, 2023 Fact Form D
- First sale: 2014-01-01 Oct 18, 2022 Fact Form D
- First sale: 2014-01-01 Oct 8, 2021 Fact Form D
- First sale: 2014-01-01 Oct 9, 2020 Fact Form D
- First sale: 2014-01-01 Oct 21, 2019 Fact Form D
- First sale: 2019-04-01 Apr 11, 2019 Fact Form D
- First sale: 2013-12-23 Apr 10, 2014 Fact Form D
- First sale: 2013-12-23 Jan 7, 2014 Fact Form D
- Indefinite offering: true Fact Form D
- Indefinite offering: true Sep 18, 2026 Fact Form D
- Indefinite offering: true Sep 2, 2026 Fact Form D
- Indefinite offering: true Sep 2, 2025 Fact Form D
- Indefinite offering: true Oct 1, 2024 Fact Form D
- Indefinite offering: true Oct 6, 2023 Fact Form D
- Indefinite offering: true Oct 18, 2022 Fact Form D
- Indefinite offering: true Oct 8, 2021 Fact Form D
- Indefinite offering: true Oct 9, 2020 Fact Form D
- Indefinite offering: true Oct 21, 2019 Fact Form D
- Investors (Form D): 97 Fact Form D
- Investors (Form D): 3 Fact Form D
- Investors (Form D): 127 Sep 18, 2026 Fact Form D
- Investors (Form D): 139 Sep 2, 2026 Fact Form D
- Investors (Form D): 54 Sep 2, 2025 Fact Form D
- Investors (Form D): 52 Oct 1, 2024 Fact Form D
- Investors (Form D): 59 Oct 6, 2023 Fact Form D
- Investors (Form D): 64 Oct 18, 2022 Fact Form D
- Investors (Form D): 58 Oct 8, 2021 Fact Form D
- Investors (Form D): 94 Oct 9, 2020 Fact Form D
- Investors (Form D): 97 Oct 21, 2019 Fact Form D
- Investors (Form D): 3 Apr 11, 2019 Fact Form D
- Investors (Form D): 42 Apr 10, 2014 Fact Form D
- Investors (Form D): 28 Jan 7, 2014 Fact Form D
- Minimum investment (Form D): 10,000 Fact Form D
- Minimum investment (Form D): 10,000 Sep 18, 2026 Fact Form D
- Minimum investment (Form D): 10,000 Sep 2, 2026 Fact Form D
- Minimum investment (Form D): 10,000 Sep 2, 2025 Fact Form D
- Minimum investment (Form D): 10,000 Oct 1, 2024 Fact Form D
- Minimum investment (Form D): 10,000 Oct 6, 2023 Fact Form D
- Minimum investment (Form D): 10,000 Oct 18, 2022 Fact Form D
- Minimum investment (Form D): 10,000 Oct 8, 2021 Fact Form D
- Minimum investment (Form D): 10,000 Oct 9, 2020 Fact Form D
- Minimum investment (Form D): 10,000 Oct 21, 2019 Fact Form D
- Minimum investment (Form D): 10,000 Apr 11, 2019 Fact Form D
- Minimum investment (Form D): 10,000 Apr 10, 2014 Fact Form D
- Minimum investment (Form D): 10,000 Jan 7, 2014 Fact Form D
- Securities offered: Equity, pooled Fact Form D
- Securities offered: equity Fact Form D
- Securities offered: pooled Sep 18, 2026 Fact Form D
- Securities offered: pooled Sep 2, 2026 Fact Form D
- Securities offered: pooled Sep 2, 2025 Fact Form D
- Securities offered: Equity, debt, pooled Oct 1, 2024 Fact Form D
- Securities offered: Equity, debt, pooled Oct 6, 2023 Fact Form D
- Securities offered: Equity, debt, pooled Oct 18, 2022 Fact Form D
- Securities offered: Equity, pooled Oct 8, 2021 Fact Form D
- Securities offered: Equity, pooled Oct 9, 2020 Fact Form D
- Securities offered: Equity, pooled Oct 21, 2019 Fact Form D
- Securities offered: equity Apr 11, 2019 Fact Form D
- Securities offered: pooled Apr 10, 2014 Fact Form D
- Securities offered: pooled Jan 7, 2014 Fact Form D
- Office address: Fact Form D
- Office address: Sep 18, 2026 Fact Form D
- Office address: Sep 2, 2026 Fact Form D
- Office address: Sep 2, 2025 Fact Form D
- Office address: Oct 1, 2024 Fact Form D
- Office address: Oct 6, 2023 Fact Form D
- Office address: Oct 18, 2022 Fact Form D
- Office address: Oct 8, 2021 Fact Form D
- Office address: Oct 9, 2020 Fact Form D
- Office address: Oct 21, 2019 Fact Form D
- Office address: Apr 11, 2019 Fact Form D
- Office address: Apr 10, 2014 Fact Form D
- Office address: Jan 7, 2014 Fact Form D
- Year of incorporation: 2013 Apr 10, 2014 Fact Form D
- Year of incorporation: 2013 Jan 7, 2014 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Arjuna Income & Impact Fund LLC is the same institution as 2 records in RIA and Wealth and Private Equity.
RIA and Wealth1Private Equity1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
12 dated events on the change ledger, latest event first
- Form D filed2026-09-18source on record
- Form D filed2026-09-02source on record
- Form D filed2025-09-02source on record
+9 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.