Form D · Private Equity Fund

Juniper Capital IV, L.P.

Houston, TX · CIK 0001945912

Offering snapshot reported Feb 1, 2024 · SEC filing

Reported sold: $236M
Investors reported: 36
Minimum accepted: $0
First sale: Feb 8, 2023

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 36

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 1, 2024	Amendment	$235,500,000	No comparison	36	SEC filing
Feb 6, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-472659

Source: Form D, filed Feb 1, 2024. 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 IV, L.P.

Investment adviser: JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

Gross asset value: $301M
Beneficial owners: 45
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 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
PCAOB 726

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

Filing source

Form ADV 2071092 · Mar 16, 2026 · Schedule D 7.B.(1), fund 805-3523702251

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Juniper Capital II, L.P.	Oct 26, 2016	$334,550,000	76
Juniper Capital III, L.P.	Mar 6, 2018	$650,000,000	92
Juniper Capital IV, L.P. (this fund)	Feb 1, 2024	$235,500,000	36

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
Name	Reported role
Edward Geiser	Executive
Juniper Capital Investment Management, L.P.	Promoter
Juniper Capital Iv Gp, L.P.	Executive
Juniper Capital Iv Holdings, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2727 Allen Parkway Suite 1850
Houston, TX, 77019