J
Juniper Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,201,661
Clients
6
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$866,944
About
Juniper Capital Management LLC provides investment advisory services to a small number of individual clients, managing approximately $5.2 million in assets for six accounts. The firm’s brochure indicates it offers portfolio management and charges fees based on assets under management, consistent with common practice among independent advisers.
The firm’s Form ADV describes its methods of analysis and investment strategies and notes procedures for account review and oversight, as well as the potential to exercise investment discretion on client accounts. Brokerage practices, custody arrangements and other operational matters are disclosed in the brochure, signaling how the adviser implements and monitors client portfolios.
Compared with peers, Juniper’s notably small client roster and modest AUM stand out and imply a highly individualized client relationship model rather than a larger, scaled advisory platform. Despite its size, the brochure contains formal disclosures — including a code of ethics, custody information and disciplinary history sections — that document compliance and operational procedures one would expect from larger firms.
Client services
Portfolio management
Main office location
Juniper Capital Management LLC
Santa Fe NM, United States
Number of offices
1
Most active in
Juniper Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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