Juniper Investment Company, LLC

The Firm provides investment advisory services tailored to the specific investment objectives and strategies of their Advisory Clients, as outlined in their respective Client Account Documents. The economic and other terms of these services vary from client to client. The Firm does not participate in wrap fee programs. As of February 29, 2024, the Firm managed $288,276,247 of regulatory assets under management on a discretionary basis. The Firm's Advisory Clients are private investment funds, and they may provide investment advisory services to other types of clients in the future. Investors in the Advisory Clients may include high net worth individuals, financial institutions, endowments and foundations, family offices, and other types of investors. Investors must meet certain eligibility criteria and investment minimums, as set forth in the applicable Client Account Documents.

The Firm's investment strategy primarily focuses on investments in smaller capitalization publicly traded equities of U.S. companies that Juniper believes are undervalued. This strategy is applied to a variety of clients, including a private investment master fund and its feeder fund, a special purpose investment vehicle, three co-investment vehicles, and a proprietary account researching a potential future fund offering. Each client's investment objective and strategy are outlined in confidential private offering memorandums provided to investors. Further details regarding the Firm's advisory services and terms of engagement can be found in the client's investment advisory agreement and/or governing documents.

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