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Former SEC-registered adviser

J•••••• I••••••••• A•••••••• L••

Former SEC-registered adviserScottsdale, ArizonaCRD 300788SEC 801-115235IAPD
Latest filing Mar 30, 2022
First filing on the tape Apr 4, 2019 · 11 filings
RAUM
$258M
reported, Item 5.F
Discretionary
19%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
9 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
5
$80.8M gross assets
History
11 filings and snapshots on the tape
RAUM$258M as of Mar 30, 2022
Mar 27, 2020$98.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2022
Mar 27, 20200 then
Employees (5.A)13 as of Mar 30, 2022
Mar 27, 202012 then
Private funds5 as of Mar 30, 2022
Mar 27, 20203 then
RAUM +78% over the last fiscal yearIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Mar 30, 2022; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$36.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
19%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived6 offices incl. principal (1.F.5)
RAUM growth, one year
+78%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$209M81%
  • Pooled investment vehicles$49.9M19%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      5 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      J•••••• B••••••• L••Real Estate Fund$35.7M3Jul 21, 2019
      J•••••• N•• M•••••• L••Real Estate Fund$30.3M24Jul 21, 2019
      J•• L• P••••••••• F•••• L••Real Estate Fund$9.3M49Mar 30, 2021
      J•• P•••••• L••Venture Capital Fund$944,84226Mar 30, 2021
      J•• S•••••• C•• F•••• L••Venture Capital Fund$882,41312Nov 27, 2019
      Owners and control persons
      Schedule A and B, latest filing
      • B•••• L•••••••• D•••• · Managing Partnercontrol
        since 01/2020 · owns less than 5%
      • J•••••• N•••••••• C•••••••• · General Counsel And Chief Compliance Officercontrol
        since 03/2019 · owns less than 5%
      • K•••• A••••••••• J••••• · Managing Partnercontrol
        since 02/2019 · owns less than 5%
      • R••••• A•••••• A•••••• · Managing Partnercontrol
        since 02/2019 · owns less than 5%
      • S•••••• J•••••••• M••••••• · Managing Partnercontrol
        since 02/2019 · owns less than 5%
      • W•••• J••• A•••••••• · Managing Partnercontrol
        since 02/2019 · owns less than 5%
      • B•••• L•••••••• D•••• · M••••••control
        since 01/2020 · owns F of J•••••• R••• E••••• L••
      • K•••• A••••••••• J••••• · M••••••control
        since 02/2019 · owns F of J•••••• R••• E••••• L••
      • R••••• A•••••• A•••••• · M••••••control
        since 02/2019 · owns F of J•••••• R••• E••••• L••
      • S•••••• J•••••••• M••••••• · M••••••control
        since 02/2019 · owns F of J•••••• R••• E••••• L••
      • W•••• J••• A•••••••• · M••••••control
        since 02/2019 · owns F of J•••••• R••• E••••• L••
      Entity owners
      • J•••••• R••• E••••• L•• · Sole Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • J•• L••• M••••••• L••
        pooled vehicle sponsorn
      • J•• P••••• M••••••• L••
        pooled vehicle sponsorn
      • J•• S•••••• C•• M••••••• L••
        pooled vehicle sponsory
      • J•••••• B•••••• M••••••• L••
        pooled vehicle sponsory
      • J•••••• C•••••• P•••••••• L••
        n
      • R•••• C•••••• P••••••• L••
        broker-dealery
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY2 employees
      • Coconut Grove, FL1 employees
      • Los Angeles, CA1 employees
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 6 to 7
        May 20, 2021 to Mar 30, 2022
      • Advisory employees · 8 to 9
        May 20, 2021 to Mar 30, 2022
      • Employees · 11 to 13
        May 20, 2021 to Mar 30, 2022
      • Discretionary RAUM · $24.1M to $49.9M
        May 20, 2021 to Mar 30, 2022
      • Non-discretionary RAUM · $121M to $209M
        May 20, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $24.1M to $49.9M
        May 20, 2021 to Mar 30, 2022
      • RAUM · $146M to $258M
        May 20, 2021 to Mar 30, 2022
      • Other offices · 4 to 5
        Mar 30, 2021 to May 20, 2021
      • Accounts · 4 to 6
        Jul 10, 2020 to Mar 30, 2021
      • Corporate clients · 1.0 to unset
        Jul 10, 2020 to Mar 30, 2021
      • Pooled vehicle clients · 3 to 5
        Jul 10, 2020 to Mar 30, 2021
      • Employees · 12 to 11
        Jul 10, 2020 to Mar 30, 2021
      • Private funds · 3 to 5
        Jul 10, 2020 to Mar 30, 2021
      • Discretionary RAUM · $15.4M to $24.1M
        Jul 10, 2020 to Mar 30, 2021
      • Non-discretionary RAUM · $83.2M to $121M
        Jul 10, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $15.4M to $24.1M
        Jul 10, 2020 to Mar 30, 2021
      • RAUM · $98.6M to $146M
        Jul 10, 2020 to Mar 30, 2021
      • Other offices · 0 to 4
        Mar 27, 2020 to Jul 10, 2020
      • Advisory employees · 7 to 8
        Nov 27, 2019 to Mar 27, 2020
      • Employees · 11 to 12
        Nov 27, 2019 to Mar 27, 2020
      • Discretionary RAUM · $15.1M to $15.4M
        Nov 27, 2019 to Mar 27, 2020
      • Non-discretionary RAUM · $109M to $83.2M
        Nov 27, 2019 to Mar 27, 2020
      • Pooled vehicle RAUM · $15.1M to $15.4M
        Nov 27, 2019 to Mar 27, 2020
      • RAUM · $124M to $98.6M
        Nov 27, 2019 to Mar 27, 2020
      • Accounts · 3 to 4
        Sep 30, 2019 to Nov 27, 2019
      • Pooled vehicle clients · 2 to 3
        Sep 30, 2019 to Nov 27, 2019
      • Private funds · 2 to 3
        Sep 30, 2019 to Nov 27, 2019
      • Accounts · 2 to 3
        Aug 10, 2019 to Sep 3, 2019
      • Advisory employees · 6 to 7
        Aug 10, 2019 to Sep 3, 2019
      • Corporate clients · unset to 1.0
        Aug 10, 2019 to Sep 3, 2019
      • Employees · 7 to 11
        Aug 10, 2019 to Sep 3, 2019
      • Non-discretionary RAUM · $0 to $109M
        Aug 10, 2019 to Sep 3, 2019
      • RAUM · $15.1M to $124M
        Aug 10, 2019 to Sep 3, 2019
      • Discretionary RAUM · $15.0M to $15.1M
        Jul 21, 2019 to Aug 10, 2019
      • Pooled vehicle RAUM · $15.0M to $15.1M
        Jul 21, 2019 to Aug 10, 2019
      • RAUM · $15.0M to $15.1M
        Jul 21, 2019 to Aug 10, 2019
      • Accounts · 0 to 2
        Apr 4, 2019 to Jul 21, 2019
      • Advisory employees · 4 to 6
        Apr 4, 2019 to Jul 21, 2019
      • Advisory activities · 1 to 2
        Apr 4, 2019 to Jul 21, 2019
      • Pooled vehicle clients · unset to 2.0
        Apr 4, 2019 to Jul 21, 2019
      Signals
      3 dated events
      • J•••••• I••••••••• A•••••••• L•• reported RAUM $258.5M, up 78% from $145.5M (2021-05-20 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • David Lawrence Bain (Manager) appeared on Schedule A of J•••••• I••••••••• A•••••••• L••
        Mar 27, 2020 · Control person joined · fact
      • J•••••• I••••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
        Apr 4, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/juniper-capital-real-estatereportedpublic record, Form ADV, Sep 21, 2026
      Website
      junipercapital.comreportedpublic record, Form ADV, Sep 21, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      J•••••• I••••••••• A•••••••• L•• is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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