MILESTONE PARTNERS

other names
  • MILESTONE PARTNERS
  • MILESTONE PARTNERS MANAGEMENT CO., L.P.
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Adviser Profile
As of Date 09/09/2025
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 7
Registration SEC, Approved, 03/30/2012
AUM* 455,873,329 12.37%
of that, discretionary 455,873,329 12.37%
Private Fund GAV* 455,873,329 13.19%
Avg Account Size 35,067,179 38.30%
SMA’s No
Private Funds 14 1
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count14 GAV$455,873,329

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Brochure Summary