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Juniper Capital Management LLC

Juniper Capital Management LLC. CRD 170150

Juniper Capital Management LLC logo

CRD: 170150

Juniper Capital Management LLC

$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Available
Established Date
01-17-2014
Office Locations
1

Office Locations

-- Santa FE NM

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.

Team overview

79 AVG AGE
$5.2M AVG AUM / ADVISOR
$866.9K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Platform

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Technology

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Owner & Executives

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Contacts

F

FRED IVAN GOLDBERG

Chief Executive Officer, President

CRD
#1148858
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: Available

Locked Total SMA
Corporate - Investment Grade:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Corporate - Investment Grade Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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