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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 19 35.71%
of those in investment advisory functions 18 38.46%
Registration SEC, Approved, 05/07/2021
AUM* 333,875,000 138.48%
of that, discretionary 333,875,000 138.48%
Private Fund GAV* 333,875,000 138.48%
Avg Account Size 166,937,500 19.24%
SMA’s No
Private Funds 2 1
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
140M 120M 100M 80M 60M 40M 20M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$333,875,000

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Brochure Summary

Overview

Juniper Capital Investment Management, L.P. (“JCIM”) is a Delaware limited partnership and a registered investment adviser that began operations in September 2020. JCIM is controlled by its general partner, Juniper Capital Advisors GP, LLC, which is an entity wholly-owned and controlled by Edward Joseph Geiser. JCIM is principally owned by Edward Joseph Geiser. JCIM, and its affiliated investment advisers, provide investment advisory services to private investment funds. JCIM provides investment advisory services to Juniper Capital IV, L.P. (“Fund IV”), a private equity fund that targets private equity or equity- like investments in companies involved primarily in the onshore United States oil and gas exploration and production (“E&P”), midstream, oilfield service, renewable energy, carbon mitigation, and energy related technology industries (collectively, the “Sector”), with a primary focus on E&P investments. The general partner of Fund IV is Juniper Capital IV GP, L.P., a Delaware limited partnership (the general partner to each Fund, each a “General Partner”, and together with JCIM, “Juniper” or the “Firm”). The General Partner is registered under the Advisers Act pursuant to JCIM’s registration in accordance with SEC guidance. This brochure also describes the business practices of the General Partner, which operates as a single advisory business together with JCIM. JCIM currently provides, and may in the future provide, similar services to private funds and/or accounts that have been formed to co-invest with Fund IV in one or more portfolio companies. Such funds and/or accounts, if any, are generally structured in a manner similar to Fund IV (each such fund and/or account, a “Co-investment Fund”, and collectively, the “Co-investment Funds”). After December 31, 2023 but prior to the date of this brochure, JCIM began providing advisory services to Juniper High Noon Partners, L.P., which is a Co-investment Fund that was formed to invest with Fund IV in a new portfolio company. In certain instances, the General Partner of a Co-investment Fund may be different from the General Partner of the Fund with which it co-invests. For purposes of this brochure, each of Fund IV and any current and future Co-Investment Funds are individually referred to as a “Fund” and collectively as the “Funds.” As used in this brochure, “we”, “us” and “our” refer to Juniper and its advisory business. In addition, JCIM is affiliated with Juniper Capital Advisors, L.P. (“JCA”), Juniper Capital II GP, L.P., Juniper Capital III GP, L.P., Juniper 1920 Partners GP, L.P. and Juniper North Peak Partners GP, L.P.,
all of which are registered (or deemed registered) with the SEC under the Advisers Act pursuant to JCA’s registration. JCA provides investment advisory services to Juniper Capital II, L.P. and Juniper Capital III, L.P., which are private equity funds that target private equity or equity-like investments in companies primarily in the onshore United States E&P, midstream and oilfield services industries. JCA also provides investment advisory services to certain Co-investment Funds which invest alongside Juniper Capital II, L.P. or Juniper Capital III, L.P., as applicable. Additional information regarding JCIM’s affiliation with JCA can be found under Item 10 below. Juniper’s investment advisory services to the Funds include sourcing, evaluating, negotiating, overseeing, managing and disposing of investments in the Sector. Juniper tailors its advisory services in accordance with each Fund’s investment strategy and specific terms and conditions as described in such Fund’s private placement memorandum (“PPM”), governing documents and other offering documents. These documents include restrictions on investing in certain instruments or types of assets, including concentration limits and geographical restrictions. Each Co-investment Fund has additional restrictions given its limited investment purpose. Please refer to each Fund’s PPM and other offering materials for specific information about the applicable Fund. Juniper has entered into letter agreements or other similar agreements (referred to as “side letters”) with one or more investors in a Fund which have the effect of establishing rights under, supplementing or altering a Fund’s governing documents or an investor’s subscription agreement. Once invested in a Fund, investors cannot impose additional investment guidelines or restrictions on the applicable Fund, but, in certain instances, may be excused from a particular investment due to legal, regulatory or other applicable constraints. Juniper currently does not provide investment advisory services to clients apart from each of the Funds and does not provide investment advisory services for individual investors. The information provided herein about the investment advisory services provided by Juniper is qualified in its entirety by reference to the Funds’ governing documents, including offering materials and limited partnership and subscription agreements. As of the date of this brochure, JCIM had discretionary assets under management of $333,875,000. As of the date of this brochure, JCIM did not manage any assets on a non-discretionary basis. ITEM 5