JUNIPER MESA MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHOENIX, Arizona
CRD number
299611

Firm profile

FINTRX

Overview

Juniper Mesa Management is organized as a limited liability company that operates primarily through pooled-investment vehicles. The firm is identified as a CPO/CTA and lists sponsor/GP and managing-member roles for pooled vehicles, which indicates its business model centers on running and managing one or more commodity or alternative investment pools rather than delivering broad retail advisory services. The firm is not identified as an ESG investor, is classified as unclassified in filings, and is owned at the individual level. Its regulatory profile and activity suggest a focused manager that uses pooled capital structures to execute specialized trading strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • Andrew Robertson

    PrincipalCRD 6698647

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
5050 N 40th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth