|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Milestone Real Estate Group LP
✚
|
|
|---|---|
| CRD # | 161957 |
| SEC # | 801-75957 |
| CIK # | |
| AUM | $2.3 B (2025-03-26) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 214-442-8150 |
| Address | 8333 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Milestone Real Estate Investors VI LP | [2025-03-26] | 0.1 | 228.3 |
| RE | Milestone Real Estate Investors V LP | [2021-03-24] | 750.0 | 1,648.2 |
| RE | Milestone Real Estate Investors IV LP | [2017-03-28] | 0.1 | 470.7 |
| RE | Milestone III REIT LLC | [2014-03-31] | 23.9 | 31.8 |
| RE | MREI III Investors LP | [2014-03-31] | 23.9 | 350.5 |
| RE | Milestone Real Estate Investors III LP | [2013-04-02] | 23.9 | 350.5 |
| RE | Milestone Multifamily Investors LP | 2012-03-30 | 1,073.9 | |
| RE | Milestone Real Estate Investors II LP | 2012-03-30 | 34.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 2.3 |
| By Discretionary | ||
| Discretionary | 3 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Jeffrey Goldberg | 48 | |||
| Robert Landin | 42 | |||
| John Ascenzo | 14 | |||
| The Milestone Group LLC | 2 | |||
| Milestone Investors LP | 2 | |||
| MREI GP III LLC | 2 | |||
| TMG Investors GP LLC | 2 | |||
| The Milestone Real Estate Group LP | 2 | |||
| Mrei IV Investors GP LLC | 2 | |||
| MREI III Investors GP LLC | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Berkeley Partners Management LLC
✚
|
CA | 2.6 |
|
Breakthrough Services LLC
✚
|
CA | 2.6 |
|
Singerman Real Estate Management Company LP
✚
|
IL | 2.5 |
|
Jadian Capital LP
✚
|
CT | 2.4 |
|
Bristol Group Inc
✚
|
CA | 2.4 |
|
Davis Investment Ventures LLC
✚
|
MA | 2.4 |
|
Walker & Dunlop Investment Partners Inc
✚
|
CO | 2.3 |
|
Sterling Investment Management LLC
✚
|
FL | 2.3 |
|
Vanbarton Group LLC
✚
|
NY | 2.2 |
|
Sundance Bay Investment Manager LLC
✚
|
UT | 2.1 |