Juniper Investment Company, Llc
- Regulatory AUM
- $451M
- Discretionary
- $451M
- Clients
- 6
- Avg AUM / client
- $75.2M
- Accounts
- 6
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 9 positions, $313,398,780)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Lincoln Edl Svcs Corp | COM | $78,850,491 | 1,938,311 | 25.2% | 17.5% |
| 2 | Bioventus Inc | COM CL A | $63,356,329 | 6,939,357 | 20.2% | 14.0% |
| 3 | Allient Inc | COM | $47,031,031 | 795,922 | 15.0% | 10.4% |
| 4 | Orthofix Med Inc | COM | $45,615,720 | 3,976,959 | 14.6% | 10.1% |
| 5 | Artivion Inc | COM | $43,546,160 | 1,189,136 | 13.9% | 9.65% |
| 6 | Twin Disc Inc | COM | $15,446,057 | 1,024,954 | 4.93% | 3.42% |
| 7 | Lsi Inds Inc Ohio | COM | $14,335,931 | 770,749 | 4.57% | 3.18% |
| 8 | Astronova Inc | COM | $4,918,516 | 535,203 | 1.57% | 1.09% |
| 9 | Boeing Co | COM | $298,545 | 1,500 | 0.1% | 0.07% |
Top 25 of 9 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $449M | 99.5% |
| Other | Fewer than 5 clients | $2.4M | 0.54% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $287M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Juniper Targeted Opportunity Fund, L.P. master | Hedge Fund | Delaware | $164M | 40 |
| Juniper Tgx Investment Partners, Llc | Private Equity Fund | Delaware | $85.0M | 39 |
| Juniper Targeted Opportunities, Lp (Series C) | Private Equity Fund | Delaware | $20.5M | 3 |
| Juniper Targeted Opportunities, Lp (Series B) | Private Equity Fund | Delaware | $11.7M | 8 |
| Juniper Targeted Opportunities, Lp (Series E) | Private Equity Fund | Delaware | $5.7M | 20 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bartholdson, John, Anders | Partner, Managing Member And Cco | Sep 2008 (18y) | 25% – 50% | |
| Michas, Alexis, Platon | Managing Partner, Managing Member And Manager | Sep 2008 (18y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $287M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Juniper Targeted Opportunity Fund, L.P. | Hedge Fund | $164M | $250K | 40 |
| Juniper Tgx Investment Partners, Llc | Private Equity Fund | $85.0M | $100K | 39 |
| Juniper Targeted Opportunities, Lp (Series C) | Private Equity Fund | $20.5M | $50.0K | 3 |
| Juniper Targeted Opportunities, Lp (Series B) | Private Equity Fund | $11.7M | $50.0K | 8 |
| Juniper Targeted Opportunities, Lp (Series E) | Private Equity Fund | $5.7M | $50.0K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $2.1M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗