Form D · Private Equity Fund

Juniper Capital II, L.P.

Houston, TX · CIK 0001655534

Offering snapshot reported Oct 26, 2016 · SEC filing

Reported sold
$335M
Offering amount: $500M
Investors reported
76
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 4, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 76

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 26, 2016Amendment$334,550,000No comparison76SEC filing
Oct 26, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C.7, 06b
Duration over one year
Yes
Business combination
No
Sales commissions
$8.75M (estimated)
Finders' fees
$0
Form D file number
021-250038
Estimated aggregate amount of sales commissions for the Issuer all of which offset dollar-for-dollar management fees.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Champlain Advisors, LLC129560Champlain Advisors, LLC · CRD 129560

Source: Form D, filed Oct 26, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

JUNIPER CAPITAL II, L.P.

Investment adviser: JUNIPER CAPITAL ADVISORS, L.P.

Gross asset value
$92M
Beneficial owners
117
ADV minimum commitment
$10M

Reported in Form ADV on Mar 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2065901 · Mar 16, 2026 · Schedule D 7.B.(1), fund 805-6950986185

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Edward Geiser Director, Executive
Juniper Capital Advisors, L.P. Promoter
Juniper Capital Ii Gp, L.P. Executive
Juniper Capital Ii Holdings, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2323 South Shepherd Drive Suite 1150
Houston, TX, 77019