Juniper Investment Company

RIASEC RegisteredEst. 2019
Total AUM
$451M
Discretionary
$451M
100% of AUM
Avg account
$75.2M
Accounts
6
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
170814
Registered since
November 21, 2019
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.46%
  • Other0.54%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Juniper Investment Company is an SEC-registered LLC that operates as a blended alternative asset manager, combining hedge fund and private equity activity with commodity trading influence. The firm primarily serves institutional clients through pooled investment vehicles for which it acts as a portfolio manager and, in some cases, as sponsor/GP/managing member. Its business lines include roles typical of CPO/CTA firms and private fund sponsors. The firm charges a combination of asset-based fees and performance fees, and it does not identify as an active ESG investor. Juniper registered with the SEC in 2019 and is privately owned by an individual proprietor. Its classification in regulatory filings emphasizes multifaceted fund management—running both hedge fund strategies and private equity vehicles rather than operating as a traditional advisory-only RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Derivatives 1%99%
  • Exchange Traded Equities99%
  • Derivatives1%

Contacts

2 of 2
  • John Bartholdson

    Co-Founder and PartnerCRD 2270833

  • Alexis Michas

    Alexis Michas

    Co-Founder and Managing PartnerCRD 6400976

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
555 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth