Juniper Targeted Opportunities, LP is a private investment fund based in New York, New York. According to its most recent Form D, filed Aug 2, 2021, it has sold $27,200,000 of interests to 18 investors since its first sale in Aug 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Bartholdson; Alexis Michas.
- Total raised
- $27,200,000Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Aug 1, 2016
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- John Bartholdson; Alexis Michas
- Latest Form D
- Aug 2, 2021
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Aug 2, 2021 | Form D/A (amendment) | $27,200,000 | 18 | SEC.gov ↗ |
| Jul 31, 2020 | Form D/A (amendment) | $27,200,000 | 18 | SEC.gov ↗ |
| Jul 31, 2019 | Form D/A (amendment) | $14,425,000 | 16 | SEC.gov ↗ |
| Jul 31, 2018 | Form D/A (amendment) | $14,425,000 | 16 | SEC.gov ↗ |
| Jul 31, 2017 | Form D/A (amendment) | $2,025,000 | 13 | SEC.gov ↗ |
| Jul 29, 2016 | Form D | $0 | 0 | SEC.gov ↗ |
6 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jul 29, 2016. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Juniper Targeted Opportunities, LP
What is the minimum investment for Juniper Targeted Opportunities, LP?
Juniper Targeted Opportunities, LP's latest Form D, filed Aug 2, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Juniper Targeted Opportunities, LP?
Juniper Targeted Opportunities, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Juniper Targeted Opportunities, LP raised?
Juniper Targeted Opportunities, LP reports $27,200,000 sold from 18 investors on its Form D filed Aug 2, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Juniper Targeted Opportunities, LP based?
Juniper Targeted Opportunities, LP is based in New York, New York.
When did Juniper Targeted Opportunities, LP launch?
Juniper Targeted Opportunities, LP reports its first sale in Aug 2016.
Size compared with every private investment fund
Raised more than 57% of the 2,847 private investment funds based in New York, and more than 55% of all 10,333 that report sales.