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JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

HOUSTON, TX · CRD 312630 · IAPD ↗ · juncap.com · 713-335-4700

$370.8MRegulatory AUM
12Advisory reps
13Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — JUNIPER CAPITAL INVESTMENT MANAGEMENT, 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
58
April 2024 — JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. reported RAUM up 138% ($140.0M -> $333.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — JUNIPER CAPITAL INVESTMENT MANAGEMENT, 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.