Form D · Hedge Fund

Juniper Targeted Opportunity Fund, L.P.

New York, NY · CIK 0001524397

Offering snapshot reported Aug 14, 2018 · SEC filing

Reported sold: $31.1M
Investors reported: 32
Minimum accepted: $0
First sale: Apr 1, 2010

Fundraising history

Reported sold

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$6,665,000 → $31,117,598
Reported investors11 → 32

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 14, 2018	Amendment	$31,117,598	$24,452,598vs Jun 30, 2011	32	SEC filing
Jul 25, 2017	Amendment	$29,963,598	$23,298,598vs Jun 30, 2011	32	SEC filing
Aug 11, 2016	Amendment	$27,614,467	$20,949,467vs Jun 30, 2011	29	SEC filing
Jun 30, 2014	Amendment	$17,864,500	$11,199,500vs Jun 30, 2011	28	SEC filing
Jun 28, 2013	Amendment	$16,314,500	$9,649,500vs Jun 30, 2011	24	SEC filing
Jun 29, 2012	Amendment	$13,865,000	$7,200,000vs Jun 30, 2011	20	SEC filing
Jun 30, 2011	Initial	$6,665,000	No comparison	11	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: 021-162089

Source: Form D, filed Aug 14, 2018. 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 TARGETED OPPORTUNITY FUND, L.P.

Investment adviser: JUNIPER INVESTMENT COMPANY, LLC

Gross asset value: $310M
Beneficial owners: 43
ADV minimum commitment: $250K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2075751 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3223160471

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
Name	Reported role
John A. Bartholdson	Executive
Juniper Hf Investors Ii, Llc	Executive
Juniper Investment Company, Llc	Executive
Alexis P. Michas	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

555 Madison Avenue 24 Th Floor
New York, NY, 10022