Investment adviser · CRD 170814

JUNIPER INVESTMENT COMPANY

Investment adviser filing (IA)

JUNIPER INVESTMENT COMPANY, LLC

NEW YORK, NY, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$451M
Form ADV · Item 5.F
Client accounts
6
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles6$448,669,77899.5%
Other clientsFewer than 5$2,447,3360.5%
Filing source

Form ADV 2075751 · Mar 30, 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

8 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 TARGETED OPPORTUNITY FUND, L.P.Hedge Fund · Last reported Mar 30, 2026$310MGross asset value

Form D fundraising filings

Juniper Targeted Opportunity Fund, L.P.

Feeder funds

  • JUNIPER TARGETED OPPORTUNITY FUND, LTD.
Fund administrator INTEGRATED INVESTMENT SOLUTIONS, LLC SUMMIT, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian CF SECURED, LLC NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States
Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

CF SECURED, LLC
SEC 8-69863

GOLDMAN SACHS & CO. LLC
SEC 8-129

INTERACTIVE BROKERS CORP.
SEC 8-53615

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

BTIG, LLC
CRD 122225 · SEC 8-65473

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source
Fund ID
805-3223160471
Reported beneficial owners
43
Minimum commitment
$250K
Form D file number
021-162089

Form ADV 2075751 · Mar 30, 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 TGX INVESTMENT PARTNERS, LLCPrivate Equity Fund · Last reported Mar 30, 2026$106MGross asset value

Form D fundraising filings

Juniper TGX Investment Partners, LLC

Fund administrator INTEGRATED INVESTMENT SOLUTIONS LLC BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian TD BANK USA, N.A. NEW YORK, New York, 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

FORVIS MAZARS, LLP
PCAOB 686

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

Fund details & source
Fund ID
805-6187465944
Reported beneficial owners
38
Minimum commitment
$100K
Form D file number
021-215240

Form ADV 2075751 · Mar 30, 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 TARGETED OPPORTUNITIES, LP (SERIES F)Private Equity Fund · Last reported Mar 30, 2026$12.8MGross asset value
Fund administrator INTEGRATED INVESTMENT SOLUTIONS, LLC BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

PERSHING LLC
SEC 8-17574

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source
Fund ID
805-5069960471
Reported beneficial owners
18
Minimum commitment
$50K
Form D file number
021-267973

Form ADV 2075751 · Mar 30, 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 TARGETED OPPORTUNITIES, LP (SERIES E)Private Equity Fund · Last reported Mar 30, 2026$10.7MGross asset value
Fund administrator INTEGRATED INVESTMENT SOLUTIONS, LLC BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

INTERACTIVE BROKERS CORP.
SEC 8-53615

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source
Fund ID
805-7977446003
Reported beneficial owners
20
Minimum commitment
$50K
Form D file number
021-267973

Form ADV 2075751 · Mar 30, 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 TARGETED OPPORTUNITIES, LP (SERIES C)Private Equity Fund · Last reported Mar 30, 2026$9.1MGross asset value

Form D fundraising filings

Juniper Targeted Opportunities, LP

Fund administrator INTEGRATED INVESTMENT SOLUTIONS, LLC BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian CF SECURED, LLC NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

CF SECURED, LLC
SEC 8-69863

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

Fund details & source
Fund ID
805-8716922641
Reported beneficial owners
3
Minimum commitment
$50K
Form D file number
021-267973

Form ADV 2075751 · Mar 30, 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 TARGETED OPPORTUNITIES, LP (SERIES B)Private Equity Fund · Last reported Mar 28, 2025$18.8MGross asset value
Fund administrator INTEGRATED INVESTMENT SOLUTIONS, LLC BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

INTERACTIVE BROKERS CORP.
SEC 8-53615

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source
Fund ID
805-5578857586
Reported beneficial owners
8
Minimum commitment
$50K
Form D file number
021-267973

Form ADV 1953636 · Mar 28, 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.

JUNIPER TARGETED OPPORTUNITIES, LP (SERIES D)Private Equity Fund · Last reported Mar 31, 2021$18.7MGross asset value
Fund administrator INTEGRATED INVESTMENT SOLUTIONS, LLC SUMMIT, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MAZARS USA LLP NEW YORK, New York, United States
Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MAZARS USA LLP
PCAOB 339

INTERACTIVE BROKERS CORP.
SEC 8-53615

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source
Fund ID
805-5505631174
Reported beneficial owners
9
Minimum commitment
$25K
Form D file number
021-267973

Form ADV 1507023 · Mar 31, 2021 · 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 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

555 MADISON AVENUE, 24TH FLOOR
NEW YORK, NY, 10022-3315, United States

CRD 170814

Filing source

Form ADV 2075751 · Mar 30, 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.