Juniper Capital Management LLC
RIASEC Registered
Total AUM
$5.2M
Discretionary
$5.2M
100% of AUM
Avg account
$473K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170150
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.32%
- Individuals3.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Juniper Capital Management LLC is an independent, LLC-structured registered investment adviser that manages portfolios for individuals and families, as well as small-business clients. The firm charges clients on a percentage-of-AUM basis and provides discretionary portfolio management services. Juniper is not positioned as an institutional capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser according to the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds74%
- Exchange Traded Equities15%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Fred Goldberg
President, CEOCRD 1148858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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