AUMdb

Juniper Investment Advisors, Llc

State-registered Investment Adviser CRD 300788 · SEC file 802-126894 · Scottsdale, AZ · www.linkedin.com
☆ Save with Pro ADV data as of Mar 19, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$0 $258M
Apr 4, 2019 Mar 30, 2022

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

FundTypeDomicileGross assetsOwners
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)

NameRole / titleCredentialsWith firm sinceOwnership
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)

EntityTitle / statusSinceSch.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)

FundTypeGross assetsMin. investmentOwners
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)

FormPeriodSize
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) ↗