JUNIPER CAPITAL ADVISORS, L.P.

RIASEC RegisteredEst. 2015
Total AUM
$535M
Discretionary
$535M
100% of AUM
Avg account
$107M
Accounts
5
Employees
13
Advisory reps
5

Firm details

Headquarters
HOUSTON, Texas
CRD number
173612
Registered since
September 22, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Juniper Capital Advisors, L.P. is a limited partnership formed in 2015 that operates as a private-equity-oriented investment adviser to pooled vehicles. The firm serves institutional clients and combines traditional AUM-based fees with performance-based fee arrangements. It performs portfolio management for pooled investment vehicles and also functions in roles typical of sponsors and general partners, as well as CPO/CTA activities. Investment activity emphasizes private-market and alternative exposures; the firm identifies as an active ESG investor. Ownership is domestic (entity and individual), and the organization is not characterized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Timothy GRAY

    General Counsel and Chief Compliance OfficerCRD 6930053

  • SCOTT GALLUN

    Chief Financial OfficerCRD 6669771

Contacts

3 of 3
  • EDWARD GEISER

    Managing PartnerCRD 4231122

  • KEVIN CUMMING

    PartnerCRD 4231841

  • RICHARD GORDON

    Senior AdvisorCRD 830360

Wealth teams

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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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2727 Allen Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth