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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

JUNA EQUITY PARTNERS, LP

CRD 282372

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96277861-59ea-bb21-0f31-cf26430b9a07

Data as of Jul 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 1
Observed: Jan 11, 2016 to Jul 9, 2024
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Juna Equity Partners, LP

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $154MItem 5.F on the latest filing (2024-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $148Mgross asset value as reported per fund; never fund size
SEC number: 801-107164
CIK: 1673808
CRD: 282372
Filings on the tape: 19
First filed: Jan 11, 2016
Latest filed: Jul 9, 2024
Organised: Limited Partnership, Delaware
Website: junaequitypartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
JUNA EQUITY PARTNERS FUND I, LP	Private Equity Fund	$77.8M	Jul 9, 2024	2	Mar 31, 2017	reported	n/a
JUNA EQUITY PARTNERS FUND I-A, LP	Private Equity Fund	$36.5M	Jul 9, 2024	2	Mar 31, 2017	reported	n/a
ASF RADIO, LP	Private Equity Fund	$33.8M	Jul 9, 2024	3	May 13, 2016	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JUNA HOLDINGS, LLC	GENERAL PARTNER	Na	yes	11/2015	Jan 11, 2016	Jul 9, 2024
KOCSI, PATRICK, OLIVER	Member	E	yes	11/2015	Jan 11, 2016	Jul 9, 2024
KOCSI, PATRICK, OLIVER	MANAGING PARTNER	Na	yes	11/2015	Jan 11, 2016	Jul 9, 2024
RIBEIRO, MARK, STURGIS	CHIEF COMPLIANCE OFFICER AND EXECUTIVE VICE PRESIDENT	Na	yes	11/2019	Nov 27, 2019	Jul 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JUNA EQUITY PARTNERS FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 26, 2024	$154M	$0	2	2	0	3	$148M
2022	Mar 28, 2023	$239M	$0	3	3	0	3	$240M
2021	Mar 31, 2022	$233M	$0	3	3	0	3	$233M
2020	Mar 29, 2021	$246M	$0	3	3	0	3	$246M
2019	Mar 30, 2020	$261M	$0	3	3	0	3	$261M
2018	Mar 31, 2019	$262M	$0	5	5	0	3	$262M
2017	Mar 30, 2018	$372M	$0	5	5	0	3	$372M
2016	Mar 31, 2017	$379M	$0	5	5	n/a	3	$379M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$154M	$239M	-35.4%	$246M	-14.5%	2	3	0	0

Relationships

Advises (3)

→ JUNA EQUITY PARTNERS FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ ASF RADIO, LPPrivate fundPrivate Equity Fund, IA
May 13, 2016 to presentfactForm ADV
→ JUNA EQUITY PARTNERS FUND I-A, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV

Controls (3)

← RIBEIRO, MARK, STURGISOwnerCHIEF COMPLIANCE OFFICER AND EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Nov 27, 2019 to presentfactForm ADV
← KOCSI, PATRICK, OLIVEROwnerMEMBER, ownership code E, individual
Jan 11, 2016 to presentfactForm ADV
← JUNA HOLDINGS, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jan 11, 2016 to presentfactForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Juna Equity Partners, Lp no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $154.1M)
Form ADVobserved 5 days ago
$154M
Occurred
Nov 27, 2019
Control person joined
Sturgis Mark Ribeiro (Chief Compliance Officer And Executive Vice President) appeared on Schedule A of Juna Equity Partners, Lp
Form ADVobserved 5 days ago
Occurred
Mar 31, 2019
Regulatory AUM changed
Juna Equity Partners, Lp reported RAUM $262.5M, down 29% from $371.9M (2018-06-01 to 2019-03-31)
Form ADVobserved 5 days ago
$-109M
Occurred
Jan 11, 2016
First Form ADV filing
Juna Equity Partners, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96277861-59ea-bb21-0f31-cf26430b9a07
First observed: Jan 11, 2016
Last observed: Jul 9, 2024 26 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JUNA EQUITY PARTNERS, LP

CRD 282372

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96277861-59ea-bb21-0f31-cf26430b9a07

Data as of Jul 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JUNA EQUITY PARTNERS FUND I, LP

Private Equity Fund

$77.8M

Jul 9, 2024

Mar 31, 2017

reported

n/a

JUNA EQUITY PARTNERS FUND I-A, LP

Private Equity Fund

$36.5M

Jul 9, 2024

Mar 31, 2017

reported

n/a

ASF RADIO, LP

Private Equity Fund

$33.8M

Jul 9, 2024

May 13, 2016

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JUNA HOLDINGS, LLC

GENERAL PARTNER

yes

11/2015

Jan 11, 2016

Jul 9, 2024

KOCSI, PATRICK, OLIVER

Member

yes

11/2015

Jan 11, 2016

Jul 9, 2024

KOCSI, PATRICK, OLIVER

MANAGING PARTNER

yes

11/2015

Jan 11, 2016

Jul 9, 2024

RIBEIRO, MARK, STURGIS

CHIEF COMPLIANCE OFFICER AND EXECUTIVE VICE PRESIDENT

yes

11/2019

Nov 27, 2019

Jul 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JUNA EQUITY PARTNERS FUND I GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 26, 2024

$154M

$148M

2022

Mar 28, 2023

$239M

$240M

2021

Mar 31, 2022

$233M

2020

Mar 29, 2021

$246M

2019

Mar 30, 2020

$261M

2018

Mar 31, 2019

$262M

2017

Mar 30, 2018

$372M

2016

Mar 31, 2017

$379M

n/a

$379M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$154M

$239M

-35.4%

$246M

-14.5%