Juniper Investment Advisors, LLC is a large advisory firm based in Scottsdale. It manages $123.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Arizona.
Juniper Investment Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Juniper Investment Advisors, LLC is $123.77 million. The firm's AUM has grown by 725% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Juniper Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Juniper Investment Advisors is corporations or other businesses with 1 clients and $108.67 million of assets under management. Among the 11 most similar advisory firms, Juniper Investment Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $123.77 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Juniper Investment Advisors also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Juniper Investment Advisors, LLC performs its advisory services is located at 7001 N. Scottsdale Rd. Suite 2050, Scottsdale, AZ 85253, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-840-8414. The normal business hours are 8:30-5:30 on Monday - Friday.