# Juniper Capital Management LLC

> Juniper Capital Management LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2025.

- CRD: 170150
- Filed as: JUNIPER CAPITAL MANAGEMENT LLC
- Legal name: Goldberg, Fred
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Mexico
- Filing period: October 2026
- Form ADV filing dated: April 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170150
- AdvisorCensus page: https://advisorcensus.com/firm/juniper-capital-management-llc-170150

## Quick answers

**How is Juniper Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Juniper Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Juniper Capital Management LLC registered with the SEC or a state?**
Juniper Capital Management LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170150.

**How much does Juniper Capital Management LLC manage?**
Juniper Capital Management LLC reports $5,201,661 in regulatory assets under management in its Form ADV filing dated April 29, 2025 (100% discretionary).

**What types of clients does Juniper Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (2).

**Does Juniper Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170150

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,201,661
- Discretionary: $5,201,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $191,428 |
| High net worth individuals | 4 | $5,010,233 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Juniper Capital Management LLC (CRD 170150): Form ADV filing data as of October 2026.