Juniper Investment Company
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Overview
Juniper Investment Company operates as a financial advisory firm located in New York, New York. The company manages $236.3 million in assets across seven accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Juniper Investment Company does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and stocks.
Juniper Investment Company manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without requiring the customer's approval. The firm supervises roughly $33.8 million for each customer account. The average financial advisor at Juniper Investment Company oversees about one client account, placing it among the most individualized advisor firms in the country.
The company's headquarters is at 555 Madison Avenue, New York, New York 10022-3315.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Juniper Investment Company by the Numbers
$236.3 million
8
7
$33.8 million
Fee Structure
Financial management fees usually depend on which services are provided. Fees charged by the firm can include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle 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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its seven accounts, Juniper Investment Company's biggest client type is pooled investment vehicles. About 17% of the firm's customers are represented by people from outside of the U.S.
- 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 Investment Company does not have any disclosures.
Please visit its Form ADV for more details.
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