Juniper Capital Investment Management, L.P

CRD#312630
Investment Advisor Firm

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Learn more about Juniper Capital Investment Management, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Juniper Capital Investment Management, L.P is a financial advisory firm headquartered in Houston, Texas. It controls $140.0 million in total assets throughout one client account, making it a mid-tier firm in the United States by assets under management (AUM). The company has a small team, including 13 financial advisors. Juniper Capital Investment Management, L.P is not a registered broker-dealer, signifying that the advisor 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 such as bonds, stocks and options.

    Juniper Capital Investment Management, L.P administers all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing to seek client consent. Juniper Capital Investment Management, L.P's typical account size is $140.0 million. The typical financial advisor at Juniper Capital Investment Management, L.P administers fewer than one client account, placing it among the most individualized advisor firms in the country.

    The firm's central office is located at 2727 Allen Parkway Suite 1850, Houston, Texas 77019. It is allowed to provide services to clients in the state of Texas.

    Assets Under Management

    $140.0 million

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    2727 Allen Parkway Suite 1850
    Houston, TX 77019

    Juniper Capital Investment Management, L.P by the Numbers

    Total Assets Under Management

    $140.0 million

    National Average: $8.6 billion
    Total Number of Employees

    14

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $140.0 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice largely vary depending on the services provided. However, fees billed by the firm most likely are comprised of any combination of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to pooled investment vehicles. Juniper Capital Investment Management, L.P's biggest client is pooled investment vehicles. None of its customers are 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 Capital Investment Management, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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