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 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
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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