JUNIPER INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 300788
- Registered since
- October 18, 2022
Firm profile
FINTRXOverview
Juniper Investment Advisors, LLC is a privately held limited liability company that registered with the SEC in 2022. The firm appears structured to sponsor and manage pooled investment vehicles: it serves as a sponsor and as a general partner/managing member for pooled funds and sponsors limited partnerships. Juniper also has an affiliation with a broker‑dealer. The firm does not present itself as an active ESG investor and is not organized as a multi‑state adviser. Juniper’s classification is listed as unclassified and it does not identify as a capital allocator. Its ownership is recorded as a mix of a domestic entity and an individual. The profile indicates the firm engages in advisory activity tied to pooled vehicles and sponsored investment structures rather than acting solely as a traditional discretionary wealth manager.
Assets & Accounts
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
Contacts
3 of 5NICKOLAS JENSEN
Senior Vice PresidentCRD 7081089
Weston Toste
Vice President of FinanceCRD 8066934
ARMAND REALE
Managing PartnerCRD 7085728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 8501 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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