JUNA EQUITY PARTNERS, LP
Adviser information for JUNA EQUITY PARTNERS, LP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 3 | $154.1M |
| Total | 3 | $154.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $154.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
500 POST RD ESUITE 219
WESTPORT
CT
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 212-271-0250, Fax: 212-271-0239
Chief Compliance Officer
MARK RIBEIRO
EXECUTIVE VICE PRESIDENT
500 POST RD E
SUITE 219
WESTPORT
CT
United States
Tel:
212-271-0240
Fax:
212-271-0239
M***@*************M
(Full email address available in API data)
Regulatory Contact
IQ-EQ
CONSULTANT
601 LEXINGTON AVE
26TH FLOOR, SUITE B
NEW YORK
NY
United States
Tel:
212-380-4319
C*********@***********************M
(Full email address available in API data)
Industry Affiliates
| JUNA EQUITY PARTNERS FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ASF RADIO, LP | Private Equity Fund | $33.8M | $0.0M | 3 |
| JUNA EQUITY PARTNERS FUND I-A, LP | Private Equity Fund | $36.5M | $0.0M | 2 |
| JUNA EQUITY PARTNERS FUND I, LP | Private Equity Fund | $77.8M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JUNA HOLDINGS, LLC | Domestic Entity | – | GENERAL PARTNER | 11/2015 | < 5% |
| KOCSI, PATRICK, OLIVER | Individual | – | MANAGING PARTNER | 11/2015 | < 5% |
| KOCSI, PATRICK, OLIVER | Individual | – | LIMITED PARTNER | 11/2015 | > 75% |
| KOCSI, PATRICK, OLIVER | Individual | JUNA HOLDINGS, LLC | MEMBER | 11/2015 | > 75% |
| RIBEIRO, MARK, STURGIS | Individual | – | CHIEF COMPLIANCE OFFICER AND EXECUTIVE VICE PRESIDENT | 11/2019 | < 5% |