Case Study: Wolverton Capital achieves institutional-quality fund administration and scalable growth with Juniper Square

Santa Monica-based investment firm achieves institutional quality reporting and processes with Juniper Square’s fund administration services

Wolverton Capital, a Santa Monica–based real estate investment firm focused on multifamily developments, was handling fund administration in-house on legacy software and facing workflow limits, reporting errors, and reputational risk that threatened investor relationships and growth. After evaluating options, Wolverton engaged Juniper Square for its fund administration services and combined software platform to address gaps in controls, reporting, and back-office credibility.

Juniper Square implemented its integrated software-plus-services solution, taking over accounting and investor reporting, tightening controls, and delivering a seamless investor experience. The switch produced immediate benefits—zero investor confusion on onboarding, stronger institutional-quality controls and reporting, and an estimated cost avoidance of at least $100,000 versus building an in-house team—giving Wolverton Capital greater scale and confidence to grow.

Wolverton Capital

Jason Windebank

Principal