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| Juniper Investment Company LLC
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|---|---|
| CRD # | 170814 |
| SEC # | 801-117664 |
| CIK # | 0001794034 |
| AUM | 451.1 M (2026-03-30) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 212-339-8500 |
| Address | 555 Madison Avenue New York, NY 10022-3315 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lincoln Educational Services Corp | 78.9 | ||
| Bioventus Inc | 63.4 | ||
| Allied Motion Technologies Inc | 47.0 | ||
| Orthofix International N V | 45.6 | ||
| CryoLife Inc | 43.5 | ||
| Twin Disc Inc | 15.4 | ||
| LSI Industries Inc | 14.3 | ||
| Astro MED Inc /New/ | 4.9 | ||
| Boeing Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Juniper Targeted Opportunities LP Series F | [2025-03-28] | 27.2 M | 12.8 M |
| Filed 2021-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Juniper Targeted Opportunities LP Series E | [2022-03-30] | 27.2 M | 10.7 M |
| Filed 2021-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Juniper Targeted Opportunities LP Series D | [2021-03-31] | 27.2 M | 18.7 M |
| Filed 2021-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Juniper Targeted Opportunities LP Series C | [2020-04-23] | 27.2 M | 9.1 M |
| Filed 2021-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Juniper Targeted Opportunities LP Series B | [2019-10-21] | 27.2 M | 18.8 M |
| Filed 2021-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Juniper Targeted Opportunities LP | [2017-03-31] | 27.2 M | 9.8 M |
| Filed 2021-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Juniper Targeted Opportunity Fund LP | [2014-10-03] | 31.1 M | 310.2 M |
| Filed 2018-08-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Juniper TGX Investment Partners LLC | [2014-10-03] | 21.3 M | 105.9 M |
| Offered $21,317,500 · Filed 2014-04-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 6 | 448.7 |
| (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 | 0.0 |
| (n) Other | 0 | 2.4 |
| Total | 6 | 451.1 |
| By Discretionary | ||
| Discretionary | 6 | 451.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 451.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 55.6 | |
| United States Persons | 395.5 | |
| Total | 6 | 451.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alexis Michas | Executive Officer | 4 | 2 | |
| John Bartholdson | Executive Officer | 3 | 1 | |
| Juniper Investment Company LLC | Executive Officer | 2 | 1 | |
| Juniper Tgx Investors LLC | Executive Officer | 1 | 1 | |
| Juniper HF Investors II LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001794034] | |
| 3 | [0001794034] | |
| 4 | [0001794034] | |
| SC 13D | [0001794034] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2026-02-25 | Sell | 150,000 | $35.67 | 5,350,500 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2026-02-25 | Sell | 275,000 | $34.55 | 9,501,250 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2025-03-14 | Sell | 36,350 | $14.82 | 538,707 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2025-03-12 | Sell | 33,019 | $15.47 | 510,804 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2025-03-11 | Sell | 60,943 | $15.61 | 951,320 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2025-03-10 | Sell | 19,478 | $15.52 | 302,299 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2025-03-03 | Sell | 51,506 | $18.50 | 952,861 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2025-02-28 | Sell | 224,038 | $18.09 | 4,052,847 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-12-09 | Sell | 61,289 | $16.19 | 992,269 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-12-06 | Sell | 60,000 | $16.13 | 967,800 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-12-05 | Sell | 15,827 | $16.12 | 255,131 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-12-04 | Sell | 37,034 | $16.17 | 598,840 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-12-03 | Sell | 1,184 | $16.45 | 19,477 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-12-02 | Sell | 4,127 | $16.51 | 68,137 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-11-27 | Sell | 60,000 | $16.62 | 997,200 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-11-26 | Sell | 4,921 | $16.50 | 81,196 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-11-25 | Sell | 34,997 | $16.52 | 578,150 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-11-22 | Sell | 25,376 | $16.16 | 410,076 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-11-21 | Sell | 128,700 | $15.56 | 2,002,572 |
|
Lincoln Educational Services Corp LINC
Common Stock, no par value per share
|
2024-11-20 | Sell | 8,018 | $15.50 | 124,279 |
| showing 20 of 104 most recent transactions | |||||
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