Form D · Hedge Fund

Juniper Mesa Partners LP

Phoenix, AZ · CIK 0001766074

Offering snapshot reported Aug 1, 2019 · SEC filing

Reported sold
$2.1M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jan 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.05M$2.1MJan 29, 2019: $1,600,000.00Jan 29, 2019Aug 1, 2019: $2,100,000.00Aug 1, 2019

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,600,000 → $2,100,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 1, 2019Amendment$2,100,000$500,000vs Jan 29, 20195SEC filing
Jan 29, 2019Initial$1,600,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-331560
Limited Partnership Interests

Source: Form D, filed Aug 1, 2019. 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 MESA PARTNERS LP

Investment adviser: JUNIPER MESA MANAGEMENT LLC

Gross asset value
$6.37M
Beneficial owners
4
ADV minimum commitment
$100K

Reported in Form ADV on Feb 13, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES, INC ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO LLP ENGLEWOOD, Colorado, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker COWEN PRIME SERVICES LLC 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

RICHEY MAY & CO LLP
PCAOB 673

PERSHING LLC
SEC 8-17574

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

Filing source

Form ADV 1826902 · Feb 13, 2024 · Schedule D 7.B.(1), fund 805-9954595383

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
Andrew Juniper Mesa Management Llc Executive
N/A Juniper Mesa Management Llc Executive
Andrew Robertson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5050 N. 40th St, #340
Phoenix, AZ, 85018