JUNIPER INVESTMENT ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
300788
Registered since
October 18, 2022

Firm profile

FINTRX

Overview

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

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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

Contacts

3 of 5
  • NICKOLAS JENSEN

    Senior Vice PresidentCRD 7081089

  • Weston Toste

    Vice President of FinanceCRD 8066934

  • ARMAND REALE

    Managing PartnerCRD 7085728

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth