JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

RIASEC RegisteredEst. 2021
Total AUM
$371M
Discretionary
$371M
100% of AUM
Avg account
$185M
Accounts
2
Employees
13
Advisory reps
5

Firm details

Headquarters
HOUSTON, Texas
CRD number
312630
Registered since
May 7, 2021
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 Investment Management, L.P. is a limited partnership that operates as a private equity fund manager focused on running pooled investment vehicles for institutional investors. The firm is registered with the SEC in 2021 and describes its core advisory activity as portfolio management for pooled investment vehicles while also acting in capacities typical of a sponsor, general partner, or managing member. Juniper charges both a percentage-of-assets fee and performance-based fees, and it markets itself as an active ESG investor, incorporating environmental, social and governance considerations into its investment process and governance of the funds it manages. The firm’s organizational footprint and regulatory profile indicate a manager that runs concentrated pooled strategies rather than a broad retail advisory business. It also lists commodity pool operator or commodity trading advisor (CPO/CTA) activity, which aligns with its use of commodity and digital currency exposures alongside private markets strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Timothy GRAY

    General Counsel and Chief Compliance OfficerCRD 6930053

  • JOSHUA SCHMIDT

    Partner and Chief Operating OfficerCRD 5009161

  • SCOTT GALLUN

    Chief Financial OfficerCRD 6669771

Contacts

2 of 2
  • KEVIN CUMMING

    PartnerCRD 4231841

  • EDWARD GEISER

    Managing PartnerCRD 4231122

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth