Juniper Capital Investment Management, L.P
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Learn more about Juniper Capital Investment Management, L.P
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
Number of Advisors
Disclosures
Office Location
Juniper Capital Investment Management, L.P by the Numbers
$140.0 million
14
1
$140.0 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
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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