Juniper Investment Company
SEC RegisteredWe Are Influential Business Owners
About the firm
Juniper invests in a concentrated portfolio of small cap US public companies. They actively engage with management to support strategy execution, maximize long term value, and reduce risk, thinking like owners of businesses rather than holders of stocks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active investment in a concentrated portfolio of small cap US public companies (sub-$1 billion), engaging with management to support strategy execution and maximize long-term value
Who they serve
Partners aligned with Juniper's investment approach
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $449M |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Juniper Investment Company has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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