Juniper Investment Advisors LLC
- Assets, Funds, Holdings
| Juniper Investment Advisors LLC
|
| CRD # | 300788 |
| SEC # | 801-115235 |
| CIK # | |
| AUM |
|
| Employees |
13 (69% Investors, 0% Brokers)
|
| Phone | 480-840-8414 |
| Address | 7001 N Scottsdale Rd
Scottsdale, AZ 85253 |
| Source |
[IAPD]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
JIA LV Participation Fund LLC |
[2021-03-30]
|
|
9.2 M |
|
Offered $15,000,000 · Filed 2020-10-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $15,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| VC |
JIA Partie LLC |
[2021-03-30]
|
|
2.0 M |
|
Offered $2,100,000 · Filed 2020-05-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $2,100,000 · Duration One year or less · Revenue Decline to Disclose
|
| VC |
JIA Salucro C-3 Fund LLC |
[2019-11-27]
|
|
0.9 M |
|
Offered $5,000,000 · Filed 2020-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $5,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
Juniper Bishops LLC |
2019-07-21
|
|
37.8 M |
| RE |
Juniper New Mexico LLC |
[2019-07-21]
|
2.2 M |
30.9 M |
|
Offered $6,100,000 · Filed 2019-07-26 (D) · Exemption 506(b) · Minimum $250,000 · Remaining $3,850,000 · Duration One year or less · Revenue Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
5 |
49.9 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
208.6 |
| (n) Other |
0 |
0.0 |
| Total |
7 |
258.5 |
| By Discretionary |
| Discretionary |
5 |
49.9 |
| Non-Discretionary |
2 |
208.6 |
| Total |
7 |
258.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
258.5 |
| Total |
7 |
258.5 |
| Firm Profile (Form ADV) |
| Serves | Institutional |
| Fund Types | Real Estate |
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