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| Milestone Partners Management Co LP
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|---|---|
| CRD # | 159904 |
| SEC # | 801-73644 |
| CIK # | |
| AUM | 590.7 M (2026-03-31) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 610-526-2700 |
| Address | 797 East Lancaster Ave, Suite 200 Villanova, PA 19085 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | MP Settle LP | [2026-03-31] | 51.0 M | 51.0 M |
| Filed 2025-10-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Paysnap Holdings LLC | [2024-03-28] | 2.1 M | 15.9 M |
| Filed 2023-11-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Drive Assurance Investors LP | 2023-03-31 | 95.4 M | |
| PE | Milestone FS Drive LP | 2023-03-31 | 190.1 M | |
| PE | Milestone FS Insure LP | 2021-03-31 | 96.8 M | |
| PE | Milestone Partners FS 2 LP | 2020-03-30 | 23.5 M | |
| PE | Milestone Partners FS 3A LP | 2020-03-30 | 0.2 M | |
| PE | Milestone Partners FS 3B LP | 2020-03-30 | 0.1 M | |
| PE | Milestone Partners FS 3 Buyer LP | 2020-03-30 | 0.3 M | |
| PE | Milestone Partners FS AIV 3C LP | 2020-03-30 | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 13 | 590.7 |
| (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 | 13 | 590.7 |
| By Discretionary | ||
| Discretionary | 13 | 590.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 590.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.7 | |
| Total | 13 | 590.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Levine | Executive Officer | 24 | 4 | |
| John Shoemaker | Director, Executive Officer | 37 | 2 | |
| W Warren | Executive Officer | 29 | 2 | |
| Brooke Hayes | Executive Officer | 21 | 2 | |
| Adam Curtin | Director, Executive Officer | 14 | 2 | |
| Scott Warren | Director | 6 | 2 | |
| Milestone Partners Management Co | Promoter | 2 | 2 | |
| Warren Scott | Executive Officer | 1 | 1 | |
| Milestone Partners FS Paysnap GP | Executive Officer | 1 | 1 | |
| MP Settle GP LLC | Director | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional |
| Fund Types | Private Equity |
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