Juniper Capital Advisors, L.P.

RIASEC RegisteredEst. 2015
Total AUM
$535M
Discretionary
$535M
100% of AUM
Avg account
$107M
Accounts
5
Employees
13
Advisory reps
5

Firm details

Headquarters
Houston, Texas
CRD number
173612
Registered since
September 22, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Juniper Capital Advisors, L.P. is a limited partnership functioning primarily as a private equity fund manager and commodity pool operator/CTA. The firm is SEC-registered since 2015 and focuses on portfolio management for pooled investment vehicles, typically serving institutional clients. Its business model includes acting as sponsor, general partner or managing member of pooled vehicles, and it charges both percentage-of-assets and performance-based fees. The firm identifies as an active ESG investor and appears to integrate ESG considerations into its investment activity. Juniper is organized with domestic entity and individual ownership and is not positioned as a capital allocator; instead, it runs its own private funds and engages third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Scott Gallun

    Chief Financial OfficerCRD 6669771

  • Timothy Gray

    Timothy Gray

    General Counsel and Chief Compliance OfficerCRD 6930053

Contacts

3 of 3
  • Edward Geiser

    Edward Geiser

    Managing PartnerCRD 4231122

  • Richard Gordon

    Senior AdvisorCRD 830360

  • Kevin Cumming

    Kevin Cumming

    PartnerCRD 4231841

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
2727 Allen Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth