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| The Milestone Real Estate Group LP
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| |
|---|---|
| CRD # | 161957 |
| SEC # | 801-75957 |
| CIK # | |
| AUM | $2.1 BB (2024-03-29) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 214-442-8150 |
| Address | 8333 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Milestone Real Estate Investors V LP | [2021-03-24] | 750.0 | 1,437.7 |
| RE | Milestone Real Estate Investors IV LP | [2017-03-28] | 235.2 | 637.1 |
| 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 ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 2.1 |
| By Discretionary | ||
| Discretionary | 2 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2 | 2.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jeffrey Goldberg | 41 | ||
| Robert Landin | 35 | ||
| TMG Investors GP LLC | 2 | ||
| The Milestone Real Estate Group LP | 2 | ||
| MREI GP III LLC | 2 | ||
| The Milestone Group LLC | 2 | ||
| Milestone Investors LP | 2 | ||
| MREI III Investors GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Griffis Residential Investment Advisor
✚
|
CO | 2.2 |
|
AJ Capital Management LLC
✚
|
TN | 2.2 |
|
BlackRock Realty Advisors Inc
✚
|
NY | 2.1 |
|
Lument Investment Management LLC
✚
|
NY | 2.1 |
|
Alterra IOS Manager LLC
✚
|
PA | 2.1 |
|
Singerman Real Estate Management Company LP
✚
|
IL | 2.1 |
|
Rose Smart Growth Investment Advisors LLC
✚
|
NY | 2.0 |
|
Sundance Bay Investment Manager LLC
✚
|
UT | 2.0 |
|
Laramar Multi-Family Value Manager LLC
✚
|
IL | 2.0 |
|
Vanbarton Group LLC
✚
|
NY | 2.0 |