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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-17-2014
- Office Locations
- 1
Office Locations
About Juniper Capital Management LLC
Juniper Capital Management partners with founders and management teams to deliver principled, patient, and flexible private equity capital at key life-cycle catalyst points. It targets entrepreneur- and family-owned companies in differentiated business services, industrials, and value-added manufacturing, typically with sub-$8M EBITDA. The firm pairs institutional-grade tools and relationships with nimble decision-making, with an emphasis on legacy preservation and people-first partnership.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $866.9K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on April 29, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Platform
- Technology
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The full Juniper Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
No owner records available.
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Unlock allContacts
FRED IVAN GOLDBERG
Chief Executive Officer, President
- CRD
- #1148858
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,201,661 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,201,661 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Juniper Capital Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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