Juniper Investment Company

New York, United States Founded: 2007 • Age: 19 yrs
Invests in under-followed small cap US companies and engages management for strategy execution.

About Juniper Investment Company

Juniper Investment Company is a Financial Services company based in New York (United States) founded in 2007 by John Bartholdson, John A Bartholdson, Alexis P Michas, and David Cronin. Invests in under-followed small cap US companies and engages management for strategy execution. It operates on a B2B and Investment Management model. Juniper Investment Company has completed 1 acquisition, including Theragenics. Juniper Investment Company offers products and services including Investment Portfolio Management and Strategy Support Services. Its focus areas include Finance, Asset Management, Portfolio Strategy and Long-Term Engagement. Its legal entity is Juniper Investment Company, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.

Company details

Juniper Investment Company, an LLC based in New York, focuses on building a portfolio of profitable, under-followed sub-1 billion US public companies. It actively engages with management to support strategy execution, maximize long-term value, and reduce risks by thinking like business owners. The firm emphasizes fundamentals and aligns with partners through concentrated investments, aiming for substantial appreciation over time.

  • Headquarters New York, United States
  • Founders John Bartholdson, John A Bartholdson, Alexis P Michas, David Cronin
  • Sectors
    Financial Services
  • Email
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  • Website juniperfunds.com
  • Legal Name Juniper Investment Company, Llc
Key Metrics

Products & Services of Juniper Investment Company

Juniper Investment Company offers a comprehensive portfolio of products and services, including Investment Portfolio Management and Strategy Support Services.

Investment Portfolio Management
Financial Services

Manages investments in small cap companies for long-term value creation

Strategy Support Services
Consulting Services

Provides engagement and risk reduction for invested businesses

People of Juniper Investment Company

4 people are tracked at Juniper Investment Company (4 in leadership).

NameRoleGroup
John Bartholdson
FounderLeadership
John A Bartholdson
Co-FounderLeadership
Alexis P Michas
Co-FounderLeadership
David Cronin
Founder, Managing PartnerLeadership
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Investments & Acquisitions by Juniper Investment Company

Juniper Investment Company has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Theragenics.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Manufacturer of surgical products and brachytherapy devices
theragenics.comBuford, United States1981Aug 2013β€’β€’β€’β€’
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Complete acquisition details for Juniper Investment Company

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Timeline of Juniper Investment Company

2 dated milestones of Juniper Investment Company across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Juniper Investment Company is founded.
  2. Acquisition Acquires Theragenics.

Competitors of Juniper Investment Company

Juniper Investment Company has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
guggenheimpartners.com1999New York, United States$21M2,043
Asset management and investment advisory services are provided to clients.
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Detailed competitors of Juniper Investment Company

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Web traffic of Juniper Investment Company

The website of Juniper Investment Company (juniperfunds.com) receives about 1.5K visits a month.

  • Monthly visits
    1.5K

Top companies in Asset Management

3 companies that operate in the same segment as Juniper Investment Company (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Juniper Investment Company

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Frequently Asked Questions about Juniper Investment Company

Juniper Investment Company was founded in 2007.

Juniper Investment Company is headquartered in New York, United States. It is registered at New York, New York, United States.

Juniper Investment Company, an LLC based in New York, focuses on building a portfolio of profitable, under-followed sub-1 billion US public companies. It actively engages with management to support strategy execution, maximize long-term value, and reduce risks by thinking like business owners. The firm emphasizes fundamentals and aligns with partners through concentrated investments, aiming for substantial appreciation over time.

Juniper Investment Company's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.

Juniper Investment Company offers Investment Portfolio Management and Strategy Support Services.

Juniper Investment Company has made 1 acquisition, including Theragenics.

Juniper Investment Company operates through Juniper Investment Company, Llc.

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