Juniper Investment Company
Firm details
- Headquarters
- New York, New York
- CRD number
- 170814
- Registered since
- November 21, 2019
- Website
- juniperfunds.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Derivatives1%
Contacts
2 of 2John Bartholdson
Co-Founder and PartnerCRD 2270833

Alexis Michas
Co-Founder and Managing PartnerCRD 6400976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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