Investment adviser · CRD 173612

JUNIPER CAPITAL ADVISORS, L.P.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 16, 2026

Regulatory AUM: $535M
Client accounts: 5
Employees: 13
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$535,372,732	100.0%

Filing source

Form ADV 2065901 · Mar 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

JUNIPER CAPITAL III, L.P.Private Equity Fund · Last reported Mar 16, 2026$408MGross asset value

Form D fundraising filings

Juniper Capital III, L.P.

Fund administrator SS&C TECHNOLOGIES HOLDINGS, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WHTITLEY PENN LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES INC. HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WHTITLEY PENN LLP
PCAOB 726

J.P. MORGAN SECURITIES INC.
SEC 8-36950

Fund details & source

Fund ID: 805-8536968335
Reported beneficial owners: 92
Minimum commitment: $10M
Form D file number: 021-301187

Form ADV 2065901 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JUNIPER CAPITAL II, L.P.Private Equity Fund · Last reported Mar 16, 2026$92MGross asset value

Form D fundraising filings

Juniper Capital II, L.P.

Fund administrator SS&C TECHNOLOGIES HOLDINGS, INC WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WHITLEY PENN LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES INC. HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WHITLEY PENN LLP
PCAOB 726

J.P. MORGAN SECURITIES INC.
SEC 8-36950

Fund details & source

Fund ID: 805-6950986185
Reported beneficial owners: 117
Minimum commitment: $10M
Form D file number: 021-250038

Form ADV 2065901 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JUNIPER 1920 PARTNERS, L.P.Private Equity Fund · Last reported Mar 16, 2026$30.5MGross asset value

Form D fundraising filings

Juniper 1920 Partners, L.P.

Fund administrator SS&C TECHNOLOGIES HOLDINGS, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WHITLEY PENN LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WHITLEY PENN LLP
PCAOB 726

Fund details & source

Fund ID: 805-4178105409
Reported beneficial owners: 33
Minimum commitment: $0
Form D file number: 021-423510

Form ADV 2065901 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JUNIPER NORTH PEAK PARTNERS, L.P.Private Equity Fund · Last reported Mar 16, 2026$3.39MGross asset value

Form D fundraising filings

Juniper North Peak Partners, L.P.

Fund administrator SS&C TECHNOLOGIES HOLDINGS, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WHITLEY PENN LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES INC. HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WHITLEY PENN LLP
PCAOB 726

J.P. MORGAN SECURITIES INC.
SEC 8-36950

Fund details & source

Fund ID: 805-6641389315
Reported beneficial owners: 41
Minimum commitment: $0
Form D file number: 021-452756

Form ADV 2065901 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JUNIPER NPR PARTNERS, L.P.Private Equity Fund · Last reported Mar 16, 2026$1.34MGross asset value

Form D fundraising filings

Juniper NPR Partners, L.P.

Auditor WHITLEY PENN LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES INC. HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

WHITLEY PENN LLP
PCAOB 726

J.P. MORGAN SECURITIES INC.
SEC 8-36950

Fund details & source

Fund ID: 805-1891552596
Reported beneficial owners: 9
Minimum commitment: $0
Form D file number: 021-289019

Form ADV 2065901 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JUNIPER PHOENIX PARTNERS, L.P.Private Equity Fund · Last reported Mar 29, 2023$92.7MGross asset value

Form D fundraising filings

Juniper Phoenix Partners, L.P.

Auditor DELOITTE & TOUCHE, LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

Fund details & source

Fund ID: 805-8451711352
Reported beneficial owners: 8
Minimum commitment: $0
Form D file number: 021-385747

Form ADV 1735597 · Mar 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JUNIPER BRE PARTNERS, LPPrivate Equity Fund · Last reported Mar 18, 2025$1.77MGross asset value

Form D fundraising filings

Juniper BRE Partners, L.P.

Auditor WHITLEY PENN LLP HOUSTON, Texas, United States

Custodian AMEGY BANK HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

WHITLEY PENN LLP
PCAOB 726

Fund details & source

Fund ID: 805-9494796192
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-254254

Form ADV 1950026 · Mar 18, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2727 ALLEN PARKWAY, SUITE 1850
HOUSTON, TX, 77019, United States

CRD 173612

Filing source

Form ADV 2065901 · Mar 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.