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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

CRD 312630

HOUSTON, TX

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:ea57c660-fd41-d5de-0167-3da812360423

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 2
Observed: Mar 12, 2021 to Mar 16, 2026
8 observations

Across DFX

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

Private Equityidentity

Juniper Capital Investment Management, L.P.

Private equity manager · shared crd

Independent Sponsorsidentity

Juniper Capital Investment Management, L.P.

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $371MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $371M
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: 1
RAUM per advisor: $371Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $371M
SEC number: 801-120778
CRD: 312630
Filings on the tape: 8
First filed: Mar 12, 2021
Latest filed: Mar 16, 2026
Organised: Limited Partnership, DE
Website: juncap.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
JUNIPER CAPITAL IV, L.P.	Private Equity Fund	$279M	Mar 27, 2024	40	Mar 29, 2023	reported	021-472659
JUNIPER HIGH NOON PARTNERS, L.P.	Private Equity Fund	$55.0M	Mar 27, 2024	22	Mar 27, 2024	reported	021-506137

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
CUMMING, KEVIN, VIALL	SENIOR MANAGING DIRECTOR AND LIMITED PARTNER	B	yes	09/2020	Mar 12, 2021	Mar 27, 2024
GALLUN, SCOTT, MICHAEL	CHIEF FINANCIAL OFFICER	Na	yes	09/2020	Mar 12, 2021	Mar 27, 2024
GEISER, EDWARD, JOSEPH	EXECUTIVE MANAGING DIRECTOR AND LIMITED PARTNER	D	yes	09/2020	Mar 12, 2021	Mar 27, 2024
GEISER, EDWARD, JOSEPH	FOUNDER, MEMBER AND MANAGING DIRECTOR	E	yes	07/2014	Mar 12, 2021	Mar 27, 2024
GRAY, Timothy, Walker	GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER	A	yes	09/2020	Mar 12, 2021	Mar 27, 2024
JUNIPER CAPITAL ADVISORS GP, LLC	GENERAL PARTNER	Na	yes	02/2020	Mar 12, 2021	Mar 27, 2024
SCHMIDT, JOSHUA, PATRICK	MANAGING DIRECTOR AND LIMITED PARTNER	B	yes	09/2020	Mar 12, 2021	Mar 27, 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
JUNIPER CAPITAL ADVISORS, L.P.	n/a	Asset manager	$535M	N	yes	n/a
JUNIPER 1920 PARTNERS GP, L.P.	n/a	n/a	n/a	N	yes	n/a
JUNIPER CAPITAL II GP, L.P.	n/a	n/a	n/a	N	yes	n/a
JUNIPER CAPITAL III GP, L.P.	n/a	n/a	n/a	N	yes	n/a
JUNIPER CAPITAL IV GP, L.P.	n/a	n/a	n/a	N	yes	n/a
JUNIPER HIGH NOON PARTNERS GP, L.P.	n/a	n/a	n/a	N	yes	n/a
JUNIPER NORTH PEAK PARTNERS GP, L.P.	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	Private funds	Fund GAV
2025	Mar 16, 2026	$371M	$371M	13	12	2	n/a
2024	Mar 18, 2025	$355M	$355M	13	12	2	n/a
2023	Mar 27, 2024	$334M	$334M	19	18	2	$334M
2022	Mar 29, 2023	$140M	$140M	14	13	1	$140M
2021	Mar 28, 2022	n/a	n/a	12	11	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$371M	$355M	4.3%	$140M	38.4%	13	13	0	0

Relationships

Affiliated with (2)

→ JUNIPER CAPITAL ADVISORS, L.P.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← JUNIPER CAPITAL ADVISORS, L.P.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (2)

→ JUNIPER CAPITAL IV, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ JUNIPER HIGH NOON PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV

Registered with (1)

← EDWARD JOSEPH GEISERAdvisorregistration: current employment
Jul 16, 2021 to presentfactForm ADV

Controls (6)

← GEISER, EDWARD, JOSEPHOwnerFOUNDER, MEMBER AND MANAGING DIRECTOR, ownership code E, individual
Mar 12, 2021 to Mar 27, 2024factForm ADV
← CUMMING, KEVIN, VIALLOwnerSENIOR MANAGING DIRECTOR AND LIMITED PARTNER, ownership code B, individual
Mar 12, 2021 to Mar 27, 2024factForm ADV
← SCHMIDT, JOSHUA, PATRICKOwnerMANAGING DIRECTOR AND LIMITED PARTNER, ownership code B, individual
Mar 12, 2021 to Mar 27, 2024factForm ADV
← GALLUN, SCOTT, MICHAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 12, 2021 to Mar 27, 2024factForm ADV
← GRAY, Timothy, WalkerOwnerGENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER, ownership code A, individual
Mar 12, 2021 to Mar 27, 2024factForm ADV
← JUNIPER CAPITAL ADVISORS GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 12, 2021 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Regulatory AUM changed
Juniper Capital Investment Management, L.P. reported RAUM $333.9M, up 138% from $140.0M (2023-03-29 to 2024-03-27)
Form ADVobserved 4 days ago
$194M
Occurred
Mar 12, 2021
First Form ADV filing
Juniper Capital Investment Management, L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea57c660-fd41-d5de-0167-3da812360423
First observed: Mar 12, 2021
Last observed: Mar 16, 2026 6 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.

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

CRD 312630

HOUSTON, TX

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:ea57c660-fd41-d5de-0167-3da812360423

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JUNIPER CAPITAL IV, L.P.

Private Equity Fund

$279M

Mar 27, 2024

Mar 29, 2023

reported

021-472659

JUNIPER HIGH NOON PARTNERS, L.P.

Private Equity Fund

$55.0M

Mar 27, 2024

reported

021-506137

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUMMING, KEVIN, VIALL

SENIOR MANAGING DIRECTOR AND LIMITED PARTNER

yes

09/2020

Mar 12, 2021

Mar 27, 2024

GALLUN, SCOTT, MICHAEL

CHIEF FINANCIAL OFFICER

yes

09/2020

Mar 12, 2021

Mar 27, 2024

GEISER, EDWARD, JOSEPH

EXECUTIVE MANAGING DIRECTOR AND LIMITED PARTNER

yes

09/2020

Mar 12, 2021

Mar 27, 2024

GEISER, EDWARD, JOSEPH

FOUNDER, MEMBER AND MANAGING DIRECTOR

yes

07/2014

Mar 12, 2021

Mar 27, 2024

GRAY, Timothy, Walker

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER

yes

09/2020

Mar 12, 2021

Mar 27, 2024

JUNIPER CAPITAL ADVISORS GP, LLC

GENERAL PARTNER

yes

02/2020

Mar 12, 2021

Mar 27, 2024

SCHMIDT, JOSHUA, PATRICK

MANAGING DIRECTOR AND LIMITED PARTNER

yes

09/2020

Mar 12, 2021

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JUNIPER CAPITAL ADVISORS, L.P.

n/a

Asset manager

$535M

yes

n/a

JUNIPER 1920 PARTNERS GP, L.P.

n/a

yes

n/a

JUNIPER CAPITAL II GP, L.P.

n/a

yes

n/a

JUNIPER CAPITAL III GP, L.P.

n/a

yes

n/a

JUNIPER CAPITAL IV GP, L.P.

n/a

yes

n/a

JUNIPER HIGH NOON PARTNERS GP, L.P.

n/a

yes

n/a

JUNIPER NORTH PEAK PARTNERS GP, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$371M

n/a

2024

Mar 18, 2025

$355M

n/a

2023

Mar 27, 2024

$334M

2022

Mar 29, 2023

$140M

2021

Mar 28, 2022

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$371M

$355M

4.3%

$140M

38.4%