|
⚲
|
| Milestone Partners Management Co LP
✚
| |
|---|---|
| CRD # | 159904 |
| SEC # | 801-73644 |
| CIK # | |
| AUM | $405.7 MM (2024-03-28) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 610-526-2700 |
| Address | 797 East Lancaster Ave, Suite 200 Villanova, PA 19085 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Paysnap Holdings LLC | [2024-03-28] | 2.1 | 17.8 |
| PE | Drive Assurance Investors LP | 2023-03-31 | 50.7 | |
| PE | Milestone FS Drive LP | 2023-03-31 | 101.3 | |
| PE | Milestone FS Insure LP | 2021-03-31 | 65.3 | |
| PE | Milestone Partners FS 2 LP | 2020-03-30 | 22.3 | |
| PE | Milestone Partners FS 3A LP | 2020-03-30 | 0.1 | |
| PE | Milestone Partners FS 3B LP | 2020-03-30 | 0.0 | |
| PE | Milestone Partners FS 3 Buyer LP | 2020-03-30 | 0.3 | |
| PE | Milestone Partners FS AIV 3C LP | 2020-03-30 | 0.0 | |
| PE | Milestone Partners FS LP | 2020-03-30 | 58.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 405.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 405.7 |
| By Discretionary | ||
| Discretionary | 16 | 405.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 405.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.7 | |
| Total | 16 | 405.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Levine | 24 | ||
| John Shoemaker | 35 | ||
| W Warren | 29 | ||
| Brooke Hayes | 21 | ||
| Adam Curtin | 12 | ||
| Milestone Partners Management Co | 2 | ||
| Warren Scott | 1 | ||
| Milestone Partners FS Paysnap GP | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CSL Capital Management LP
✚
|
TX | 0.4 |
|
Agellus Capital LLC
✚
|
MO | 0.4 |
|
Variant Equity Advisors LLC
✚
|
CA | 0.4 |
|
Council Capital Funds Management LLC
✚
|
TN | 0.4 |
|
Armadillo Litigation Funding LLC
✚
|
TX | 0.4 |
|
Generation Partners Management LLC
✚
|
CT | 0.4 |
|
327 Capital Partners LLC
✚
|
TX | 0.4 |
|
25 Capital Partners LLC
✚
|
NC | 0.4 |
|
Permanent Equity Management LLC
✚
|
MO | 0.4 |
|
Pegasus Capital Advisors LP
✚
|
CT | 0.4 |