A complete list of active advisors currently associated with Juniper Capital Management LLC
Warmer can help you find a great advisor at Juniper Capital Management LLC or one who fits your needs even better.
Juniper Capital Management LLC provides investment advisory services to a small number of individual clients, managing approximately $5.2 million in assets for six accounts. The firm’s brochure indicates it offers portfolio management and charges fees based on assets under management, consistent with common practice among independent advisers. The firm’s Form ADV describes its methods of analysis and investment strategies and notes procedures for account review and oversight, as well as the potential to exercise investment discretion on client accounts. Brokerage practices, custody arrangements and other operational matters are disclosed in the brochure, signaling how the adviser implements and monitors client portfolios. Compared with peers, Juniper’s notably small client roster and modest AUM stand out and imply a highly individualized client relationship model rather than a larger, scaled advisory platform. Despite its size, the brochure contains formal disclosures — including a code of ethics, custody information and disciplinary history sections — that document compliance and operational procedures one would expect from larger firms.
To learn more about the advisors currently working at Juniper Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Fe, NM
| 20
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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