JUNIPER INVESTMENT COMPANY
JUNIPER INVESTMENT COMPANY, LLC Legal Name
Adviser information for JUNIPER INVESTMENT COMPANY last updated from Form ADV on March 29th, 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 Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 5 |
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 | 7 | $288.3M |
Non-Discretionary | 0 | $0 |
Total | 7 | $288.3M |
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 | 6 | $286.9M |
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 | <5 | $1.3M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 17 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
555 MADISON AVENUE24TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 6:00 PM
Tel: 212-339-8500, Fax: 212-339-8585
Chief Compliance Officer
JOHN ANDERS BARTHOLDSON
PARTNER AND MANAGING MEMBER
555 MADISON AVENUE
24TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 339-8542
Fax:
212-339-8585
J**@***************M
(Full email address available in API data)
Regulatory Contact
EDWARD CARTER REEVES
PARTNER
555 MADISON AVE
24TH FLOOR
NEW YORK
NY
United States
Tel:
212-339-8536
Fax:
212-339-8585
E**@***************M
(Full email address available in API data)
Industry Affiliates
JUNIPER HF INVESTORS II, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
JUNIPER HF INVESTORS, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
JUNIPER TARGETED OPPORTUNITY INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES B) | Private Equity Fund | $11.7M | $0.1M | 8 |
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES C) | Private Equity Fund | $20.5M | $0.1M | 3 |
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES E) | Private Equity Fund | $5.7M | $0.1M | 20 |
JUNIPER TARGETED OPPORTUNITY FUND, L.P. | Hedge Fund | $164.0M | $0.3M | 40 |
JUNIPER TGX INVESTMENT PARTNERS, LLC | Private Equity Fund | $85.0M | $0.1M | 39 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BARTHOLDSON, JOHN, ANDERS | Individual | – | PARTNER, MANAGING MEMBER AND CCO | 09/2008 | 25-50% |
MICHAS, ALEXIS, PLATON | Individual | – | MANAGING PARTNER, MANAGING MEMBER AND MANAGER | 09/2008 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALLIENT INC | COM | 19M | 759K | – |
ARTIVION INC | COM | 54M | 2M | – |
ASTRONOVA INC | COM | 8M | 535K | – |
BIOVENTUS INC | COM CL A | 39M | 7M | – |
INTEST CORP | COM | 3M | 277K | – |
LINCOLN EDL SVCS CORP | COM | 39M | 3M | – |
LSI INDS INC OHIO | COM | 1M | 89K | – |
ORTHOFIX MED INC | COM | 4M | 309K | – |
PRECISION OPTICS CORP INC MA | COM NEW | 91K | 16K | – |
TWIN DISC INC | COM | 12M | 1M | – |
VSE CORP | COM | 28M | 312K | – |
XTANT MED HLDGS INC | COM NEW | 831K | 1M | – |