MILESTONE PARTNERS
MILESTONE PARTNERS MANAGEMENT CO., L.P. Legal Name
Adviser information for MILESTONE PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 16 | $405.7M |
| Non-Discretionary | 0 | $0 |
| Total | 16 | $405.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 16 | $405.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73644 |
|---|---|
| SEC ERA File Number | 801-73644 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159904 |
| Legal Entity Identifier | None |
Principal Office
797 EAST LANCASTER AVE, SUITE 200VILLANOVA
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 610-526-2700, Fax: 610-526-2701
Chief Compliance Officer
JAMES BILLMYER
797 EAST LANCASTER AVE, SUITE 200
VILLANOVA
PA
United States
Tel:
610-230-0580
Fax:
610-526-2701
J********@********************M
(Full email address available in API data)
Regulatory Contact
LISA CORSE
ADMINISTRATIVE
797 EAST LANCASTER AVE, SUITE 200
VILLANOVA
PA
United States
Tel:
610-230-0563
Fax:
610-526-2701
L*****@********************M
(Full email address available in API data)
Industry Affiliates
| FS INSURE GP LP | Sponsor, GP, manager of pooled investment vehicles |
| GRAYPEAK GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MILESTONE PARTNERS FS GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MILESTONE PARTNERS FS PAYSNAP GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MILESTONE PARTNERS III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MILESTONE PARTNERS IV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| PEAKEQUITY PARTNERS I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DRIVE ASSURANCE INVESTORS LP | Private Equity Fund | $50.7M | $5.0M | 6 |
| MILESTONE FS DRIVE LP | Private Equity Fund | $101.3M | $5.0M | 6 |
| MILESTONE FS INSURE LP | Private Equity Fund | $65.3M | $5.0M | 6 |
| MILESTONE PARTNERS FS 2 LP | Private Equity Fund | $22.3M | $5.0M | 9 |
| MILESTONE PARTNERS FS 3 BUYER LP | Private Equity Fund | $0.3M | $5.0M | 7 |
| MILESTONE PARTNERS FS 3A LP | Private Equity Fund | $0.1M | $5.0M | 9 |
| MILESTONE PARTNERS FS 3B LP | Private Equity Fund | $0.0M | $5.0M | 12 |
| MILESTONE PARTNERS FS AIV 3C LP | Private Equity Fund | $0.0M | $5.0M | 4 |
| MILESTONE PARTNERS FS LP | Private Equity Fund | $58.0M | $5.0M | 100 |
| MILESTONE PARTNERS III, L.P. | Private Equity Fund | $23.8M | $1.0M | 68 |
| MILESTONE PARTNERS III, L.P. 2 | Private Equity Fund | $8.9M | $1.0M | 2 |
| MILESTONE PARTNERS IV, L.P. | Private Equity Fund | $41.1M | $5.0M | 93 |
| MILESTONE PARTNERS IV, L.P. 2 | Private Equity Fund | $15.7M | $5.0M | 2 |
| MILESTONE PARTNERS IV, L.P. 3 | Private Equity Fund | $0.4M | $5.0M | 21 |
| PAYSNAP HOLDINGS, L.L.C. | Private Equity Fund | $17.8M | $0.1M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WARREN, WILLIAM, SCOTT | Individual | – | MANAGING PARTNER | 01/1995 | 25-50% |
| SHOEMAKER, JOHN, P | Individual | – | MANAGING PARTNER | 01/2002 | 25-50% |
| TODD, MICHAEL, ANTHONY | Individual | – | CHIEF FINANCIAL OFFICER | 02/2022 | < 5% |
| BILLMYER, JAMES, CAMERON | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |