Milestone Investments Inc

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Assets, Funds, Holdings

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Milestone Investments Inc
CRD #47090
SEC #801-123585
CIK #0001317348, 0001639977, 0001687829, 0001951454, 0001578731
AUM $227.5 M (2025-02-05)
Employees 2 (100% Investors, 100% Brokers)
Phone704-716-2749
Address10700 Sikes Place
Charlotte, NC 28277-0729
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 13.6
Amazon Com Inc 8.0
Broadcom Inc 7.7
Microsoft Corp 7.3
Alphabet Inc 6.2
J P Morgan Chase & Co 5.4
 
 
 
 
 
Holdings by Sector ($M)
1500120090060030002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 48 13.0
(b) Individuals (high net worth individuals) 20 26.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 20 187.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 134 227.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 134 227.5
Total 134 227.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 227.5
Total 134 227.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001317348]
SC 13G [0001317348]
10-K [0001578731]
10-Q [0001578731]
3 [0001578731]
8-K [0001578731]
D [0001639977]
3 [0001687829]
4 [0001687829]
SC 13G [0001687829]
SC 13D [0001951454]
Form 13D/13G Filer Form 13D/13G Subject Filed
Milestone Investments Ltd Microalgo Inc [2023-01-05]
BOK Financial Private Wealth Inc BOK Financial Private Wealth Inc [2021-02-01]
BOK Financial Private Wealth Inc BOK Financial Private Wealth Inc [2020-02-05]
Milestone Group Inc Milestone Group Inc [2019-02-14]
Milestone Investments LP Innovative Industrial Properties Inc [2016-12-12]
Milestone Group Inc iShares Trust [2013-11-05]
Form 3/4/5 Subject 2011 - 2025
Milestone Investments, LP
MedMen Enterprises, Inc.
Tierney Daniel
Wicklow Capital Inc.
Dan Tierney & Daniel V Tierney 2003 Trust
Perse James
HashingSpace Corp
Taylor Terrance F
Roberts Timothy
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