Juniper Investment Advisors LLC

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Assets, Funds, Holdings

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Juniper Investment Advisors LLC
CRD #300788
SEC #801-115235
CIK #
AUM
Employees 13 (69% Investors, 0% Brokers)
Phone480-840-8414
Address7001 N Scottsdale Rd
Scottsdale, AZ 85253
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE JIA LV Participation Fund LLC [2021-03-30] 0.0 9.2
VC JIA Partie LLC [2021-03-30] 0.0 2.0
VC JIA Salucro C-3 Fund LLC [2019-11-27] 0.0 0.9
RE Juniper Bishops LLC 2019-07-21 37.8
RE Juniper New Mexico LLC [2019-07-21] 2.2 30.9
AUM Breakdown Accounts AUM ($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
Form D Directors # Filings # Firms 2011 - 2025
Jay Wolf 36
Lawrence Bain 19
Armand Reale 5
Juniper Investment Advisors LLC 4
Jonathan Strain 4
Alejandro Krys 4
Juniper Real Estate LLC 4
JIA LVPF Manager LLC 1
JIA Salucro C-3 Manager LLC 1
JIA Partie Manager LLC 1
Juniper Bishops Manager LLC 1
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