Investment adviser · CRD 300788

JUNIPER INVESTMENT ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SCOTTSDALE, AZ, United States · Form ADV filed Mar 19, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

4 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 BISHOPS, LLCReal Estate Fund · Last reported Mar 19, 2026$24MGross asset value

Feeder funds

Auditor BAKER TILLY US, LLP IRVINE, California, United States
Custodian CALIFORNIA BANK OF COMMERCE, N.A. CARLSBAD, California, 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

BAKER TILLY US, LLP
PCAOB 23

CALIFORNIA BANK OF COMMERCE, N.A.
LEI 984500F8PR8F79EEHZ61

Fund details & source
Fund ID
805-6472868135
Reported beneficial owners
3
Minimum commitment
$250K

Form ADV 2070785 · Mar 19, 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.

JIA LV PARTICIPATION FUND, LLCReal Estate Fund · Last reported Jul 24, 2024$9.33MGross asset value

Form D fundraising filings

JIA LV Participation Fund, LLC

Fund administrator EXCELSA CAPITAL, LLC SCOTTSDALE, Arizona, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor BAKER TILLY US, LLP IRVINE, California, United States
Custodian BANK OF SOUTHERN CALIFORNIA, N.A. CARLSBAD, California, 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

BAKER TILLY US, LLP
PCAOB 23

BANK OF SOUTHERN CALIFORNIA, N.A.
LEI 984500F8PR8F79EEHZ61

Fund details & source
Fund ID
805-5098433640
Reported beneficial owners
49
Minimum commitment
$100K
Form D file number
021-378881

Form ADV 1889456 · Jul 24, 2024 · 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.

JIA SALUCRO C-3 FUND, LLCVenture Capital Fund · Last reported Jul 24, 2024$882KGross asset value

Form D fundraising filings

JIA Salucro C-3 Fund, LLC

Fund administrator EXCELSA CAPITAL, LLC SCOTTSDALE, Arizona, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor BAKER TILLY US, LLP IRVINE, California, United States
Custodian BANK OF SOUTHERN CALIFORNIA, N.A. CARLSBAD, California, 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

BAKER TILLY US, LLP
PCAOB 23

BANK OF SOUTHERN CALIFORNIA, N.A.
LEI 984500F8PR8F79EEHZ61

Fund details & source
Fund ID
805-2946869008
Reported beneficial owners
12
Minimum commitment
$25K
Form D file number
021-354930

Form ADV 1889456 · Jul 24, 2024 · 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.

JIA PARTIE, LLCVenture Capital Fund · Last reported Aug 5, 2025$50KGross asset value

Form D fundraising filings

JIA PARTIE, LLC

Fund administrator EXCELSA CAPITAL, LLC SCOTTSDALE, Arizona, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor BAKER TILLY US, LLP IRVINE, California, United States
Custodian CALIFORNIA BANK OF COMMERCE, N.A. CARLSBAD, California, 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

BAKER TILLY US, LLP
PCAOB 23

CALIFORNIA BANK OF COMMERCE, N.A.
LEI 984500F8PR8F79EEHZ61

Fund details & source
Fund ID
805-9957437067
Reported beneficial owners
26
Minimum commitment
$25K
Form D file number
021-367829

Form ADV 2006657 · Aug 5, 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 19, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

8501 N. SCOTTSDALE RD., SUITE 112
SCOTTSDALE, AZ, 85253, United States

CRD 300788

Filing source

Form ADV 2070785 · Mar 19, 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.