MILESTONE PARTNERS other names

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Adviser Profile

As of Date:

04/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

12 -14.29%

of those in investment advisory functions:

7 -30.00%

Registration:

SEC, Approved, 3/30/2012

AUM:

402,742,870 -15.68%

of that, discretionary:

402,742,870 -15.68%

Private Fund GAV:

402,742,870 -15.68%

Avg Account Size:

25,171,429 -26.22%

SMA’s:

NO

Private Funds:

15 1

Contact Info

610 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
579M 496M 414M 331M 248M 165M 83M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 15 $402,742,870

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Private Funds



Employees




Brochure Summary

Overview

Milestone Partners is an investment manager of private investment funds specifically focused on lower middle market buyouts. Founded in 1995, Milestone Partners is based in the greater Philadelphia area. The principal owners of Milestone Partners are W. Scott Warren and John P. Shoemaker. Milestone Partners provides discretionary investment advice solely to private investment funds that seek to generate significant capital appreciation primarily through private equity investments in portfolio companies that are generally in established industries. The investment management services that we provide to our funds primarily consist of investigating, structuring and negotiating investments and dispositions, monitoring the performance of investments and performing certain administrative services. These services are provided pursuant to investment management agreements with our funds and as a result of a delegation of authority by the general
partner of each fund (each general partner is an affiliate of ours). We provide tailored advice to each fund that takes into account its investment objectives and the investment restrictions contained in its limited partnership agreement. Milestone Partners does not further tailor its investments to individual needs of each investor, however, we can and have entered into negotiated side letters with investors and can do so without notice to other investors. Please see Item 8 for more information on our investment strategies. Wrap Fee Programs We do not participate in wrap fee programs. Assets Under Management As of December 31, 2023, Milestone Partners managed approximately $402,742,870 of client assets on a discretionary basis. Such figure includes capital that can be called by our funds from their limited partners. Milestone Partners does not manage client assets on a non-discretionary basis.