Form D · Other Investment Fund

Juniper Targeted Opportunities, LP

New York, NY · CIK 0001680619

Offering snapshot reported Aug 2, 2021 · SEC filing

Reported sold
$27.2M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Aug 2, 2021Amendment$27,200,000No comparisonNot reportedSEC filing
Jul 31, 2020Amendment$27,200,000$12,775,000vs Jul 31, 201918SEC filing
Jul 31, 2019Amendment$14,425,000$0vs Jul 31, 201816SEC filing
Jul 31, 2018Amendment$14,425,000$12,400,000vs Jul 31, 201716SEC filing
Jul 31, 2017Amendment$2,025,000No comparison13SEC filing
Jul 29, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-267973

Source: Form D, filed Aug 2, 2021. 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 OPPORTUNITIES, LP (SERIES C)

Investment adviser: JUNIPER INVESTMENT COMPANY, LLC

Gross asset value
$9.1M
Beneficial owners
3
ADV minimum commitment
$50K

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 BOCA RATON, Florida, 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 TD BANK USA, N.A. NEW YORK, New York, United States Related to adviser: No
Prime broker CANTOR FITZGERALD & CO. 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

FORVIS MAZARS, LLP
PCAOB 686

CF SECURED, LLC
SEC 8-69863

TD BANK USA, N.A.
LEI 03D0JEWFDFUS0SEEKG89

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

Filing source

Form ADV 2075751 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8716922641

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
John A. Bartholdson Executive, Promoter
Alexis P. Michas Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
555 Madison Avenue, 24 Th Fl
New York, NY, 10022