Juniper Hill Capital Management Lp
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Overview
Juniper Hill Capital Management Lp is a financial advisor company located in Menlo Park, California. The firm oversees $5.8 billion in assets under management throughout four client accounts, making it one of the largest firms in the nation by assets under management (AUM). Juniper Hill Capital Management Lp has a small team, including 7 financial advisors. Juniper Hill Capital Management Lp does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like options, bonds and equities.
Juniper Hill Capital Management Lp oversees the majority of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices for the client's account without requiring the client's consent. The firm also oversees one non-discretionary accounts with a total of $1.8 billion in AUM. The company's typical account size is $1.4 billion. The typical advisor at Juniper Hill Capital Management Lp manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Juniper Hill Capital Management Lp's central office is at 1010 El Camino Real, Menlo Park, California 94025. The firm is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Juniper Hill Capital Management Lp by the Numbers
$5.8 billion
12
4
$1.4 billion
Fee Structure
A financial advisor's fees largely vary depending on the type of financial services offered. However, fee types charged by the firm can be comprised of some combination of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Juniper Hill Capital Management Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Juniper Hill Capital Management Lp works with pooled investment vehicles and other. Out of its four clients, Juniper Hill Capital Management Lp's largest client type is pooled investment vehicles. Around 25% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Juniper Hill Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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