Juniper Hill Capital Management, LP (San Mateo)

Juniper Hill Capital Management, LP is a large advisory firm based in San Mateo. It manages $115 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

Juniper Hill Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Juniper Hill Capital Management: assets under management

The assets under management (AUM) of Juniper Hill Capital Management, LP is $115 million, all of which is managed in discretionary accounts. $50 million of the total AUM is attributable to clients outside of the United States.

The firm manages $115 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Juniper Hill Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Juniper Hill Capital Management serves?

The only and largest group of clients of Juniper Hill Capital Management is pooled investment vehicles with 2 clients and $115 million of assets under management. Among the 9 most similar advisory firms, Juniper Hill Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $115 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Juniper Hill Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000,000 for each fund.

Careers at Juniper Hill Capital Management, LP

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chuckra Potewiratananond Chai	Limited partner / chief compliance officer	1 Oct 2018	75% - 100%	2648093
Juniper Hill Capital Holdings Llc	General partner	1 Oct 2018	Other	83-2222598

Based in San Mateo

The principal office where Juniper Hill Capital Management, LP performs its advisory services is located at 400 Concar Drive, San Mateo, CA 94402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-530-0679. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.