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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

JUNIPER CAPITAL ADVISORS, L.P.

CRD 173612

HOUSTON, TX

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Search this name across graphsid dfx:ria:f519f0b1-794b-771e-ce44-abe57ba061d4

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 6
On other graphs: 2
Observed: Sep 8, 2015 to Mar 16, 2026
20 observations

Across DFX

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

Private Equityidentity

Juniper Capital Advisors, L.P.

Private equity manager · shared crd

Independent Sponsorsidentity

Juniper Capital Advisors, 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: $535MItem 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: $535M
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: $535Mderivedthe 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: 5
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $535M
SEC number: 801-106659
CIK: 2011609
CRD: 173612
Filings on the tape: 20
First filed: Sep 8, 2015
Latest filed: Mar 16, 2026
Organised: Limited Partnership, DE
Website: juncap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD JOSEPH GEISER	n/a	HOUSTON, TX	10	26	n/a	no

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 III, L.P.	Private Equity Fund	$805M	Mar 27, 2024	92	Mar 29, 2018	reported	021-301187
JUNIPER CAPITAL II, L.P.	Private Equity Fund	$394M	Mar 27, 2024	117	Jan 7, 2016	reported	021-250038
JUNIPER PHOENIX PARTNERS, L.P.	Private Equity Fund	$92.7M	Mar 29, 2023	8	Mar 28, 2022	reported	021-385747
JUNIPER 1920 PARTNERS, L.P.	Private Equity Fund	$66.0M	Mar 27, 2024	33	Mar 28, 2022	reported	021-423510
JUNIPER NPR PARTNERS, L.P.	Private Equity Fund	$62.1M	Mar 27, 2024	9	Mar 29, 2018	reported	021-289019
JUNIPER NORTH PEAK PARTNERS, L.P.	Private Equity Fund	$42.0M	Mar 27, 2024	41	Mar 29, 2023	reported	021-452756
JUNIPER BRE PARTNERS, LP	Private Equity Fund	$3.4M	Mar 27, 2024	3	Mar 30, 2017	reported	021-254254

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	MANAGING DIRECTOR	Na	yes	07/2014	Sep 8, 2015	Mar 27, 2024
GALLUN, SCOTT, MICHAEL	CHIEF FINANCIAL OFFICER	Na	yes	06/2016	Jun 14, 2016	Mar 27, 2024
GEISER, EDWARD, JOSEPH	EXECUTIVE MANAGING DIRECTOR	Na	yes	07/2014	Sep 8, 2015	Mar 27, 2024
GEISER, EDWARD, JOSEPH	FOUNDER, MEMBER AND MANAGING DIRECTOR	E	yes	07/2014	Sep 8, 2015	Mar 27, 2024
GORDON, RICHARD, KENDALL	MANAGING DIRECTOR AND LIMITED PARTNER	D	yes	07/2014	Sep 8, 2015	Mar 27, 2024
GRAY, Timothy, Walker	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	04/2017	Mar 29, 2018	Mar 27, 2024
JUNIPER CAPITAL ADVISORS GP, LLC	GENERAL PARTNER	D	yes	07/2014	Sep 8, 2015	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 INVESTMENT MANAGEMENT, L.P.	n/a	Asset manager	$371M	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	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$535M	$535M	13	12	0	5	n/a
2024	Mar 18, 2025	$719M	$719M	13	12	0	6	n/a
2023	Mar 27, 2024	$1.4B	$1.4B	19	18	0	6	$1.4B
2022	Mar 29, 2023	$2.1B	$2.1B	14	13	0	7	$2.1B
2021	Mar 28, 2022	$1.8B	$1.8B	12	11	0	6	$1.8B
2020	Mar 31, 2021	$1.2B	$1.2B	14	13	0	4	$1.2B
2019	Mar 27, 2020	$1.4B	$1.4B	14	13	0	4	$1.4B
2018	Mar 28, 2019	$1.4B	$1.4B	13	12	0	4	$1.4B
2017	Mar 29, 2018	$1.2B	$1.2B	12	11	0	4	$1.2B
2016	Mar 30, 2017	$509M	$509M	9	8	n/a	2	$509M
2015	Mar 26, 2016	$121M	$121M	9	7	n/a	1	$121M

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	$535M	$719M	-25.6%	$2.1B	-36.5%	13	13	0	0

Relationships

Affiliated with (2)

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

Advises (7)

→ JUNIPER CAPITAL III, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ JUNIPER BRE PARTNERS, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ JUNIPER NPR PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ JUNIPER 1920 PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ JUNIPER NORTH PEAK PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ JUNIPER CAPITAL II, L.P.Private fundPrivate Equity Fund, IA
Jan 7, 2016 to presentfactForm ADV
→ JUNIPER PHOENIX PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2022 to presentfactForm ADV

Registered with (1)

← EDWARD JOSEPH GEISERAdvisorregistration: current employment
Sep 22, 2015 to presentfactForm ADV

Controls (6)

← GEISER, EDWARD, JOSEPHOwnerFOUNDER, MEMBER AND MANAGING DIRECTOR, ownership code E, individual
Sep 8, 2015 to Mar 27, 2024factForm ADV
← CUMMING, KEVIN, VIALLOwnerMANAGING DIRECTOR, ownership code NA, individual
Sep 8, 2015 to Mar 27, 2024factForm ADV
← GALLUN, SCOTT, MICHAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 14, 2016 to Mar 27, 2024factForm ADV
← GRAY, Timothy, WalkerOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2018 to Mar 27, 2024factForm ADV
← GORDON, RICHARD, KENDALLOwnerMANAGING DIRECTOR AND LIMITED PARTNER, ownership code D, individual
Sep 8, 2015 to Mar 27, 2024factForm ADV
← JUNIPER CAPITAL ADVISORS GP, LLCOwnerGENERAL PARTNER, ownership code D, domestic entity
Sep 8, 2015 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 16, 2026
Regulatory AUM changed
Juniper Capital Advisors, L.P. reported RAUM $535.4M, down 26% from $719.1M (2025-03-18 to 2026-03-16)
Form ADVobserved 6 days ago
$-184M
Occurred
Mar 18, 2025
Regulatory AUM changed
Juniper Capital Advisors, L.P. reported RAUM $719.1M, down 48% from $1.4B (2024-03-27 to 2025-03-18)
Form ADVobserved 6 days ago
$-653M
Occurred
Mar 27, 2024
Regulatory AUM changed
Juniper Capital Advisors, L.P. reported RAUM $1.4B, down 34% from $2.1B (2023-03-29 to 2024-03-27)
Form ADVobserved 6 days ago
$-718M
Occurred
Mar 28, 2022
Regulatory AUM changed
Juniper Capital Advisors, L.P. reported RAUM $1.8B, up 50% from $1.2B (2021-03-31 to 2022-03-28)
Form ADVobserved 6 days ago
$599M
Occurred
Mar 29, 2018
Regulatory AUM changed
Juniper Capital Advisors, L.P. reported RAUM $1.2B, up 130% from $508.5M (2017-06-02 to 2018-03-29)
Form ADVobserved 6 days ago
$661M
Occurred
Sep 8, 2015
First Form ADV filing
Juniper Capital Advisors, L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f519f0b1-794b-771e-ce44-abe57ba061d4
First observed: Sep 8, 2015
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 ADVISORS, L.P.

CRD 173612

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:f519f0b1-794b-771e-ce44-abe57ba061d4

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD JOSEPH GEISER

n/a

HOUSTON, TX

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JUNIPER CAPITAL III, L.P.

Private Equity Fund

$805M

Mar 27, 2024

Mar 29, 2018

reported

021-301187

JUNIPER CAPITAL II, L.P.

Private Equity Fund

$394M

Mar 27, 2024

117

Jan 7, 2016

reported

021-250038

JUNIPER PHOENIX PARTNERS, L.P.

Private Equity Fund

$92.7M

Mar 29, 2023

Mar 28, 2022

reported

021-385747

JUNIPER 1920 PARTNERS, L.P.

Private Equity Fund

$66.0M

Mar 27, 2024

Mar 28, 2022

reported

021-423510

JUNIPER NPR PARTNERS, L.P.

Private Equity Fund

$62.1M

Mar 27, 2024

Mar 29, 2018

reported

021-289019

JUNIPER NORTH PEAK PARTNERS, L.P.

Private Equity Fund

$42.0M

Mar 27, 2024

Mar 29, 2023

reported

021-452756

JUNIPER BRE PARTNERS, LP

Private Equity Fund

$3.4M

Mar 27, 2024

Mar 30, 2017

reported

021-254254

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUMMING, KEVIN, VIALL

MANAGING DIRECTOR

yes

07/2014

Sep 8, 2015

Mar 27, 2024

GALLUN, SCOTT, MICHAEL

CHIEF FINANCIAL OFFICER

yes

06/2016

Jun 14, 2016

Mar 27, 2024

GEISER, EDWARD, JOSEPH

EXECUTIVE MANAGING DIRECTOR

yes

07/2014

Sep 8, 2015

Mar 27, 2024

GEISER, EDWARD, JOSEPH

FOUNDER, MEMBER AND MANAGING DIRECTOR

yes

07/2014

Sep 8, 2015

Mar 27, 2024

GORDON, RICHARD, KENDALL

MANAGING DIRECTOR AND LIMITED PARTNER

yes

07/2014

Sep 8, 2015

Mar 27, 2024

GRAY, Timothy, Walker

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

04/2017

Mar 29, 2018

Mar 27, 2024

JUNIPER CAPITAL ADVISORS GP, LLC

GENERAL PARTNER

yes

07/2014

Sep 8, 2015

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

n/a

Asset manager

$371M

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

$535M

n/a

2024

Mar 18, 2025

$719M

n/a

2023

Mar 27, 2024

$1.4B

2022

Mar 29, 2023

$2.1B

2021

Mar 28, 2022

$1.8B

2020

Mar 31, 2021

$1.2B

2019

Mar 27, 2020

$1.4B

2018

Mar 28, 2019

$1.4B

2017

Mar 29, 2018

$1.2B

2016

Mar 30, 2017

$509M

n/a

$509M

2015

Mar 26, 2016

$121M

n/a

$121M

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

$535M

$719M

-25.6%

$2.1B

-36.5%