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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 19 35.71%
of those in investment advisory functions 18 38.46%
Registration SEC, Approved, 09/22/2015
AUM* 1,372,326,017 -34.34%
of that, discretionary 1,372,326,017 -34.34%
Private Fund GAV* 1,372,326,017 -34.34%
Avg Account Size 228,721,003 -23.39%
SMA’s No
Private Funds 6 1
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 896M 597M 299M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$1,372,326,017

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Brochure Summary

Overview

Juniper Capital Advisors, L.P. (“JCA”) is a Delaware limited partnership and a registered investment adviser that began operations in 2014. JCA is controlled by its general partner, Juniper Capital Advisors GP, LLC, which is an entity wholly owned and controlled by Edward Joseph Geiser. Richard Kendall Gordon is the sole limited partner of JCA. Together, Mr. Geiser and Mr. Gordon are the principal owners of JCA. JCA, and its affiliated investment advisers, provide investment advisory services to private investment funds. JCA provides investment advisory services to Juniper Capital II, L.P. (“Fund II”) and Juniper Capital III, L.P. (“Fund III”), each a private equity fund that targets private equity or equity-like investments in companies involved primarily in the onshore United States oil and gas exploration and production (“E&P”), midstream and oilfield service industries (collectively, the “Sector”), with a primary focus on E&P investments. The general partner of Fund II is Juniper Capital II GP, L.P., a Delaware limited partnership and the general partner of Fund III is Juniper Capital III GP, L.P., also a Delaware limited partnership (the general partner to each Fund, each a “General Partner”, and together with JCA, “Juniper” or the “Firm”). Each General Partner is registered under the Advisers Act pursuant to JCA’s registration in accordance with SEC guidance. This brochure also describes the business practices of the General Partners, which operate as a single advisory business together with JCA. JCA currently provides, and may in the future provide, similar services to private funds and/or accounts that have been formed to co-invest with Fund II and/or Fund III in one or more portfolio companies. Such funds and/or accounts are generally structured in a manner similar to Fund II and Fund III (each such fund and/or account, a “Co-investment Fund”, and collectively, the “Co-investment Funds”). As of the date of this brochure, JCA provides advisory services to the following Co-investment Funds: Juniper BRE Partners, L.P., Juniper NPR Partners, L.P., Juniper 1920 Partners, L.P. and Juniper North Peak Partners, L.P. In certain instances, the General Partner of a Co-investment Fund may be different from the General Partner of the Fund with which it co-invests. For purposes of this brochure, each of Fund II, Fund III and any current and future Co-Investment Funds are individually referred to as a “Fund” and collectively as the “Funds.” As used in this brochure, “we”, “us” and “our” refer to Juniper and its advisory business. In addition, JCA is affiliated with Juniper Capital Investment Management, L.P. (“JCIM”) and Juniper Capital IV GP, L.P. JCIM’s registration with the SEC under the Advisers Act went effective in June 2021. JCIM
provides investment advisory services to Juniper Capital IV, L.P. (“Fund IV”), which is a private equity fund that is a successor to Fund III and will invest primarily in the onshore United States E&P, midstream, oilfield services, renewable energy, carbon mitigation, and energy related technology industries. JCIM conducted several closings on commitments to Fund IV throughout calendar year 2023 and in early 2024. JCIM also provides investment advisory services to a Co-investment Fund, Juniper High Noon Partners, L.P. (“HNR Co-invest”), that was formed to co-invest with Fund IV on an investment. JCIM was appointed to provide advisory services to HNR Co-invest by Juniper High Noon Partners GP, L.P, which is an affiliate of HNR Co-invest. Additional information regarding JCA’s affiliation with JCIM can be found under Item 10 below. Juniper’s investment advisory services to the Funds include sourcing, evaluating, negotiating, overseeing, managing and disposing of investments in the Sector. Juniper tailors its advisory services in accordance with each Fund’s investment strategy and specific terms and conditions as described in such Fund’s private placement memorandum (“PPM”), governing documents and other offering documents. These documents include restrictions on investing in certain instruments or types of assets, including concentration limits and geographical restrictions. Each Co-investment Fund has additional restrictions given its limited investment purpose. Please refer to each Fund’s PPM and other offering materials for specific information about the applicable Fund. Juniper has entered into letter agreements or other similar agreements (referred to as “side letters”) with one or more investors in a Fund which have the effect of establishing rights under, supplementing or altering a Fund’s governing documents or an investor’s subscription agreement. Once invested in a Fund, investors cannot impose additional investment guidelines or restrictions on the applicable Fund, but, in certain instances, may be excused from a particular investment due to legal, regulatory or other applicable constraints. Juniper currently does not provide investment advisory services to clients apart from each of the Funds and does not provide investment advisory services for individual investors. The information provided herein about the investment advisory services provided by Juniper is qualified in its entirety by reference to the Funds’ governing documents, including offering materials and limited partnership and subscription agreements. As of December 31, 2023, JCA had discretionary assets under management of approximately $1,372,326,017. As of December 31, 2023, JCA did not manage any assets on a non-discretionary basis. ITEM 5