Form D · Other Real Estate

Juniper New Mexico, LLC

Scottsdale, AZ · CIK 0001783710

Offering snapshot reported Jul 26, 2019 · SEC filing

Reported sold
$2.25M
Offering amount: $6.1M
Investors reported
7
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jul 10, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 26, 2019Initial$2,250,000No comparison7SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-345153

Source: Form D, filed Jul 26, 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 NEW MEXICO, LLC

Investment adviser: JUNIPER INVESTMENT ADVISORS, LLC

Gross asset value
$20.5M
Beneficial owners
24
ADV minimum commitment
$100K

Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2070785 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-7320198598

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
Alejandro Krys Director, Executive
Juniper Investment Advisors Llc Director, Executive
Juniper Real Estate Llc Director, Executive
Juniper Bishops Manager Llc Director, Executive
Armand Reale Director, Executive
Jonathan Strain Director, Executive
Jay Wolf Director, Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
7001 N. Scottsdale Rd. Suite 2050
Scottsdale, AZ, 85253