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| Milestone Partners Management Co LP
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|
|
|---|---|
| CRD # | 159904 |
| SEC # | 801-73644 |
| CIK # | |
| AUM | $477.6 MM (2023-03-31) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 610-526-2700 |
| Address | 797 East Lancaster Ave, Suite 200 Villanova, PA 19085 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Drive Assurance Investors LP | 2023-03-31 | 31.4 | |
| PE | Milestone FS Drive LP | 2023-03-31 | 62.7 | |
| PE | Milestone FS Insure LP | 2021-03-31 | 57.3 | |
| PE | Milestone Partners FS 2 LP | 2020-03-30 | 55.6 | |
| PE | Milestone Partners FS 3A LP | 2020-03-30 | 0.3 | |
| PE | Milestone Partners FS 3B LP | 2020-03-30 | 0.2 | |
| PE | Milestone Partners FS 3 Buyer LP | 2020-03-30 | 0.7 | |
| PE | Milestone Partners FS AIV 3C LP | 2020-03-30 | 0.1 | |
| PE | Milestone Partners FS LP | 2020-03-30 | 160.9 | |
| PE | Milestone Partners IV LP 3 | [2014-03-31] | 301.7 | 0.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 477.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 477.6 |
| By Discretionary | ||
| Discretionary | 14 | 477.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 477.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.6 | |
| Total | 14 | 477.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Robert Levine | 24 | ||
| John Shoemaker | 34 | ||
| W Warren | 28 | ||
| Brooke Hayes | 21 | ||
| Warren Scott | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nolan Management LLC
✚
|
CA | 0.5 |
|
Chicago Atlantic Advisers LLC
✚
|
IL | 0.5 |
|
ECM US Inc
✚
|
MA | 0.5 |
|
LNK Partners LLC
✚
|
NY | 0.5 |
|
Arable Capital Partners LLC
✚
|
WA | 0.5 |
|
Vendera Management Holdings LLC
✚
|
TX | 0.5 |
|
Kuramo Capital Management LLC
✚
|
NY | 0.5 |
|
Australis Partners Advisers LLC
✚
|
NY | 0.5 |
|
Princeton Equity Advisors LP
✚
|
NJ | 0.5 |
|
SER Capital Partners Management LP
✚
|
CA | 0.5 |