Juna Equity Partners, LP (New York)

Name: Juna Equity Partners, LP
Address: 1140 Avenue Of Americas, New York, NY, 10036
Telephone: 212-271-0250

Juna Equity Partners, LP is a large advisory firm based in New York. It manages $262.46 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.

Juna Equity Partners 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.

Juna Equity Partners: assets under management

The assets under management (AUM) of Juna Equity Partners, LP is $262.46 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Juna Equity Partners, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Juna Equity Partners serves?

The only and largest group of clients of Juna Equity Partners is pooled investment vehicles with 3 clients and $262.46 million of assets under management. Among the 10 most similar advisory firms, Juna Equity Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $262.46 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Juna Equity Partners also advises several private funds. Namely, three private equity funds.

Careers at Juna Equity Partners, LP

The company employs 5 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
Llc Juna Holdings	General partner	1 Nov 2015	Other	47-5632972
Patrick Oliver Kocsi	Managing partner / chief compliance officer	1 Nov 2015	Other	6596323
Patrick Kocsi	Founder and partner / chief compliance officer	1 Nov 2015	Other	6596323

Based in New York

The principal office where Juna Equity Partners, LP performs its advisory services is located at 1140 Avenue Of Americas, New York, NY 10036, 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 212-271-0250. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at junaequitypartners.com/.