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 investment manager organized as a limited liability company and registered in 2019. The firm is owned by an individual and positions itself as a hybrid manager operating hedge fund and private equity strategies; FINTRX classifies it as a multifaceted fund manager that also acts as a sponsor/GP and managing member of pooled vehicles. Its client base is institutional, and compensation includes both a percentage-of-assets fee and performance-based fees. Juniper carries CPO/CTA business activity designations and provides portfolio management for pooled investment vehicles. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser.

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

    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