Juniper Investment Company
Firm details
- Headquarters
- New York, New York
- CRD number
- 170814
- Registered since
- November 21, 2019
- Website
- juniperfunds.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.46%
- Other0.54%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Juniper Investment Company is a limited liability company that operates as a manager of pooled investment vehicles, registered with the SEC in 2019. The firm’s business mix is focused on hedge fund and private equity strategies and it also functions as a commodity pool operator/commodity trading advisor (CPO/CTA). Juniper presents itself primarily to institutional clients and typically charges a combination of an asset-based fee and performance fees. The firm is active as a sponsor, general partner, or managing member of pooled vehicles and handles portfolio management for those funds. Juniper is not identified as an ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Derivatives1%
Contacts
2 of 2John Bartholdson
Co-Founder and PartnerCRD 2270833

Alexis Michas
Co-Founder and Managing PartnerCRD 6400976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 555 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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