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JUNIPER CAPITAL ADVISORS, L.P.

HOUSTON, TX · CRD 173612 · IAPD ↗ · juncap.com · 713-335-4700

$535.4MRegulatory AUM
12Advisory reps
13Employees
0Clients
0Planning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — JUNIPER CAPITAL ADVISORS, L.P. reported RAUM down 26% ($719.1M -> $535.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — JUNIPER CAPITAL ADVISORS, L.P. reported RAUM down 48% ($1.37B -> $719.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — JUNIPER CAPITAL ADVISORS, L.P. shrank from 18 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — JUNIPER CAPITAL ADVISORS, L.P. reported RAUM down 34% ($2.09B -> $1.37B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
April 2024 — JUNIPER CAPITAL ADVISORS, L.P. grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.