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| Happy Holidays!! thanks for using AUM13F!! |
| Juniper Investment Company LLC
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| CRD # | 170814 |
| SEC # | 801-117664 |
| CIK # | 0001794034 |
| AUM | $382.3 M (2025-03-28) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 212-339-8500 |
| Address | 555 Madison Avenue New York, NY 10022-3315 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CryoLife Inc | 65.1 | ||
| Lincoln Educational Services Corp | 54.5 | ||
| Bioventus Inc | 45.9 | ||
| Allied Motion Technologies Inc | 31.6 | ||
| Orthofix International N V | 27.5 | ||
| Twin Disc Inc | 9.1 | ||
| Astro MED Inc /New/ | 6.2 | ||
| LSI Industries Inc | 1.9 | ||
| Intest Corp | 0.7 | ||
| Boeing Co | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Juniper Targeted Opportunities LP Series F | [2025-03-28] | 27.2 | 6.7 |
| PE | Juniper Targeted Opportunities LP Series E | [2022-03-30] | 27.2 | 13.0 |
| PE | Juniper Targeted Opportunities LP Series D | [2021-03-31] | 27.2 | 18.7 |
| PE | Juniper Targeted Opportunities LP Series C | [2020-04-23] | 27.2 | 18.0 |
| PE | Juniper Targeted Opportunities LP Series B | [2019-10-21] | 27.2 | 18.8 |
| PE | Juniper Targeted Opportunities LP | [2017-03-31] | 27.2 | 9.8 |
| HF | Juniper Targeted Opportunity Fund LP | [2014-10-03] | 31.1 | 226.4 |
| PE | Juniper TGX Investment Partners LLC | [2014-10-03] | 21.3 | 97.3 |
| 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 | 7 | 380.2 |
| (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 | 2.1 |
| Total | 8 | 382.3 |
| By Discretionary | ||
| Discretionary | 8 | 382.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 382.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 43.4 | |
| United States Persons | 338.9 | |
| Total | 8 | 382.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alexis Michas | 4 | ||
| John Bartholdson | 3 | ||
| Juniper Investment Company LLC | 2 | ||
| Juniper TGX Investors LLC | 1 | ||
| Juniper HF Investors II LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001794034] | |
| 3 | [0001794034] | |
| 4 | [0001794034] | |
| SC 13D | [0001794034] |
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