JUNIPER INVESTMENT COMPANY, LLC

HTTP://WWW.JUNIPERFUNDS.COM NEW YORK, NY Investment Advisor Hedge Fund Activist Investor How do I update this listing?

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Juniper Investment Company is based out of New York. Juniper Investment Company is a hedge fund with 6 clients and discretionary assets under management (AUM) of $293,465,000 (Form ADV from 2022-03-30). Their last reported 13F filing for Q3 2022 included $118,460,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Juniper Investment Company's largest holding is Artivion Inc with shares held of 2,090,864. Juniper Investment Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 13 13F filings, 13 13D filings, and 5 Form 4 filings

09/30/2022

13F Activity

  • Market Value $118.46 Million
  • Prior Market Value $115.286 Million
  • New Purchases0 stocks
  • Additional Purchases5 stocks
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:11.11%
  • Turnover Alt % [2]: 3.53 %
  • Time Held Top20:9.78 quarters
  • Time Held Top10:9.67 quarters
  • Time Held All:9.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -16.28%
Performance Last 4 Quarters: -25.98%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

JUNIPER INVESTMENT COMPANY
Classified as Hedge Fund
555 MADISON AVENUE 24TH FLOOR
NEW YORK NY    10022-3315
Country: United States

Business Phone: 212-339-8500
Fax: 212-339-8585
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 292,264,000
Total Number of Clients: 6
Amount of client funds and securities by related persons: 217,238,000
Total Number of clients from related persons: 5
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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JUNIPER INVESTMENT COMPANY, LLC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
BARTHOLDSON, JOHN, ANDERS PARTNER, MANAGING MEMBER AND CCO 09/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC PARTNER, MANAGING MEMBER AND CCO direct 2008-09-01
MICHAS, ALEXIS, PLATON MANAGING PARTNER, MANAGING MEMBER AND MANAGER 09/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC MANAGING PARTNER, MANAGING MEMBER AND MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES C) United States 805-8716922641 Private Equity Fund 22,292,000 50,000
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES B) United States 805-5578857586 Private Equity Fund 12,374,000 50,000
JUNIPER TGX INVESTMENT PARTNERS, LLC United States 805-6187465944 Private Equity Fund 75,026,000 100,000
JUNIPER TARGETED OPPORTUNITY FUND, L.P. United States 805-3223160471 Hedge Fund 164,827,000 250,000 Master Fund
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES E) United States 805-7977446003 Private Equity Fund 17,739,000 50,000

JUNIPER INVESTMENT COMPANY, LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
BARTHOLDSON, JOHN, ANDERS PARTNER, MANAGING MEMBER AND CCO 09/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC PARTNER, MANAGING MEMBER AND CCO direct 2008-09-01
MICHAS, ALEXIS, PLATON MANAGING PARTNER, MANAGING MEMBER AND MANAGER 09/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC MANAGING PARTNER, MANAGING MEMBER AND MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES D) United States 805-5505631174 Private Equity Fund 18,651,031 25,000
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES B) United States 805-5578857586 Private Equity Fund 15,338,461 50,000
JUNIPER TARGETED OPPORTUNITY FUND, L.P. United States 805-3223160471 Hedge Fund 121,817,092 250,000 Master Fund
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES C) United States 805-8716922641 Private Equity Fund 17,171,781 50,000
JUNIPER TGX INVESTMENT PARTNERS, LLC United States 805-6187465944 Private Equity Fund 75,016,189 500,000

JUNIPER INVESTMENT COMPANY, LLC

ownership team - last updated 2020-04-23
Name Title Start Date Direct/Indirect % Ownership
BARTHOLDSON, JOHN, ANDERS PARTNER, MANAGING MEMBER AND CCO 09/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC PARTNER, MANAGING MEMBER AND CCO direct 2008-09-01
MICHAS, ALEXIS, PLATON MANAGING PARTNER, MANAGING MEMBER AND MANAGER 09/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC MANAGING PARTNER, MANAGING MEMBER AND MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES B) United States 805-5578857586 Private Equity Fund 10,400,000 50,000
JUNIPER TARGETED OPPORTUNITY FUND, L.P. United States 805-3223160471 Hedge Fund 64,200,000 250,000 Master Fund
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES C) United States 805-8716922641 Private Equity Fund 8,600,000 50,000
JUNIPER TGX INVESTMENT PARTNERS, LLC United States 805-6187465944 Private Equity Fund 75,000,000 500,000

JUNIPER INVESTMENT COMPANY, LLC

ownership team - last updated 2019-10-21
Name Title Start Date Direct/Indirect % Ownership
BARTHOLDSON, JOHN, ANDERS PARTNER, MANAGING MEMBER AND CCO 09/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC PARTNER, MANAGING MEMBER AND CCO direct 2008-09-01
MICHAS, ALEXIS, PLATON MANAGING PARTNER, MANAGING MEMBER AND MANAGER 09/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JUNIPER INVESTMENT COMPANY, LLC MANAGING PARTNER, MANAGING MEMBER AND MANAGER direct 2008-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
JUNIPER TARGETED OPPORTUNITIES, LP (SERIES B) United States 805-5578857586 Private Equity Fund 16,400,000 50,000
JUNIPER TARGETED OPPORTUNITY FUND, L.P. United States 805-3223160471 Hedge Fund 83,700,000 250,000 Master Fund
JUNIPER TGX INVESTMENT PARTNERS, LLC United States 805-6187465944 Private Equity Fund 65,000,000 500,000

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