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Adviser Profile

Registration status Registration Changed to JUNIPER INVESTMENT ADVISORS, LLC
As of Date 03/30/2022
Adviser Type - Large advisory firm
Number of Employees 13 18.18%
of those in investment advisory functions 9 12.50%
AUM* 258,466,055 77.61%
of that, discretionary 49,908,988 106.83%
Private Fund GAV* 0
Avg Account Size 51,693,211 113.14%
SMA’s Yes
Private Funds 0 5
Contact Info 480 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
209M 179M 149M 119M 89M 60M 30M
2019 2020 2021 2022

Private Funds



Employees