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JUNIPER INVESTMENT COMPANY, LLC, CRD 170814
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| JUNIPER TARGETED OPPORTUNITY FUND, L.P. | Hedge Fund | $164M | Mar 29, 2024 | 40 | Oct 3, 2014 | reported | 021-162089 |
| JUNIPER TGX INVESTMENT PARTNERS, LLC | Private Equity Fund | $85.0M | Mar 29, 2024 | 39 | Oct 3, 2014 | reported | 021-215240 |
| JUNIPER TARGETED OPPORTUNITIES, LP (SERIES C) | Private Equity Fund | $20.5M | Mar 29, 2024 | 3 | Apr 23, 2020 | reported | 021-267973 |
| JUNIPER TARGETED OPPORTUNITIES, LP (SERIES D) | Private Equity Fund | $18.7M | Mar 31, 2021 | 9 | Mar 31, 2021 | dropped | 021-267973 |
| JUNIPER TARGETED OPPORTUNITIES, LP (SERIES B) | Private Equity Fund | $11.7M | Mar 29, 2024 | 8 | Oct 21, 2019 | reported | 021-267973 |
| JUNIPER TARGETED OPPORTUNITIES, LP | Private Equity Fund | $9.8M | Mar 30, 2018 | 8 | Mar 31, 2017 | dropped | 021-267973 |
| JUNIPER TARGETED OPPORTUNITIES, LP (SERIES E) | Private Equity Fund | $5.7M | Mar 29, 2024 | 20 | Mar 30, 2022 | reported | 021-267973 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARTHOLDSON, JOHN, ANDERS | PARTNER, MANAGING MEMBER AND CCO | C | yes | 09/2008 | Oct 21, 2019 | Mar 29, 2024 |
| MICHAS, ALEXIS, PLATON | MANAGING PARTNER, MANAGING MEMBER AND MANAGER | D | yes | 09/2008 | Oct 21, 2019 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| JUNIPER HF INVESTORS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| JUNIPER HF INVESTORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| JUNIPER TARGETED OPPORTUNITY INVESTORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $451M | $451M | 9 | 7 | 0 | 5 | n/a |
| 2024 | Mar 28, 2025 | $382M | $382M | 8 | 6 | 0 | 6 | n/a |
| 2023 | Mar 29, 2024 | $288M | $288M | 7 | 5 | 0 | 5 | $287M |
| 2022 | Mar 31, 2023 | $236M | $236M | 8 | 6 | 0 | 5 | $235M |
| 2021 | Mar 30, 2022 | $293M | $293M | 8 | 6 | 0 | 5 | $292M |
| 2020 | Mar 31, 2021 | $248M | $248M | 7 | 5 | 0 | 5 | $248M |
| 2019 | Apr 23, 2020 | $158M | $158M | 7 | 5 | 0 | 4 | $158M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $451M | $382M | 18.0% | $236M | 24.1% | 9 | 8 | 0 | 0 |