Juniper Investment Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $77.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Juniper Bishops, Llc master | Real Estate Fund | Delaware | $35.7M | 3 |
| Juniper New Mexico, Llc feeder | Real Estate Fund | Delaware | $30.3M | 24 |
| Jia Lv Participation Fund, Llc | Real Estate Fund | Delaware | $9.3M | 49 |
| Jia Partie, Llc | Venture Capital Fund | Delaware | $945K | 26 |
| Jia Salucro C 3 Fund, Llc | Venture Capital Fund | Delaware | $882K | 12 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Krys, Alejandro, Javier | Manager | Feb 2019 (8y) | Less than 5% | |
| Reale, Armand, Anthony | Manager | Feb 2019 (8y) | Less than 5% | |
| Strain, Jonathan, Mitchell | Manager | Feb 2019 (8y) | Less than 5% | |
| Wolf, Jay, Alexander | Manager | Feb 2019 (8y) | Less than 5% | |
| Jensen, Nickolas, Christian | General Counsel And Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Bain, Lawrence, David | Manager | Jan 2020 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Juniper Real Estate Llc | Sole Member | Feb 2019 | A | 75% or more |
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, $77.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Juniper Bishops, Llc | Real Estate Fund | $35.7M | $250K | 3 |
| Juniper New Mexico, Llc | Real Estate Fund | $30.3M | $100K | 24 |
| Jia Lv Participation Fund, Llc | Real Estate Fund | $9.3M | $100K | 49 |
| Jia Partie, Llc | Venture Capital Fund | $945K | $25.0K | 26 |
| Jia Salucro C 3 Fund, Llc | Venture Capital Fund | $882K | $25.0K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 986 KB | 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗