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The Milestone Real Estate Group LP
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CRD # | 161957 |
SEC # | 801-75957 |
CIK # | |
AUM | $2.2 BB (2023-03-30) |
Employees | 18 (50% Investors, 0% Brokers) |
Phone | 214-442-8150 |
Address | 8333 Douglas Avenue Dallas, TX 75225 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | Milestone Real Estate Investors V LP | [2021-03-24] | 750.0 | 1,414.2 |
RE | Milestone Real Estate Investors IV LP | [2017-03-28] | 0.1 | 762.8 |
RE | Milestone III REIT LLC | [2014-03-31] | 50.1 | 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 | 2.2 |
(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 | 2.2 |
By Discretionary | ||
Discretionary | 2 | 2.2 |
Non-Discretionary | 0 | 0.0 |
Total | 2 | 2.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.2 | |
Total | 2 | 2.2 |
Form D Directors | # Filings | # Firms | 2011 - 2023 | |
---|---|---|---|---|
Jeffrey Goldberg | 33 | |||
Robert Landin | 28 | |||
Mrei IV Investors GP LLC | 2 | |||
MREI GP III LLC | 2 | |||
Milestone Investors LP | 2 | |||
TMG Investors GP LLC | 2 | |||
The Milestone Real Estate Group LP | 2 | |||
The Milestone Group LLC | 2 | |||
John Ascenzo | 1 | |||
Milestone Real Estate Investors III LP | 1 | |||
View All |
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Timberland Investment Resources LLC
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Singerman Real Estate Management Company LP
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