MILESTONE CAPITAL ADVISORS LIMITED
Adviser information for MILESTONE CAPITAL ADVISORS LIMITED last updated from Form ADV on March 13th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | British Virgin Islands |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-76231 |
|---|---|
| SEC ERA File Number | 802-76231 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163625 |
| Legal Entity Identifier | None |
Principal Office
ROOM 4108, TOWER 1, GRAND GATEWAY PLAZANO. 1 HONG QIAO ROAD, XU HUI DISTRICT
SHANGHAI
China
Monday - Friday, 9AM - 6PM
Tel: 8621 64379190, Fax: 8621 64379590
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MILESTONE CHINA OPPORTUNITIES FUND II, L.P. | Private Equity Fund | $3.3M | $5.0M | 65 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOU, YUNLI | Individual | – | DIRECTOR OF MILESTONE CAPITAL ADVISORS LIMITED | 05/2005 | < 5% |
| MCP INVESTMENT HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER OF MILESTONE CAPITAL ADVISORS LIMITED | 03/2006 | > 75% |
| ARTMUIR INVESTMENT LIMITED | Foreign Entity | MCP INVESTMENT HOLDINGS LIMITED | SHAREHOLDER | 01/2007 | 25-50% |
| QIU, LIPING | Individual | ARTMUIR INVESTMENT LIMITED | SHAREHOLDER | 01/2007 | > 75% |
| LINDEN STREET CAPITAL LIMITED | Foreign Entity | MCP INVESTMENT HOLDINGS LIMITED | SHAREHOLDER | 01/2007 | 50-75% |
| THE LINDEN STREET TRUST | Foreign Entity | LINDEN STREET CAPITAL LIMITED | SHAREHOLDER | 11/2008 | > 75% |
| KRALIK, JAMES, CHRISTOPHER | Individual | THE LINDEN STREET TRUST | TRUSTEE | 10/2008 | > 75% |
| LOU, YUNLI | Individual | THE LINDEN STREET TRUST | TRUSTEE | 10/2008 | > 75% |
| CHERIANNE LIMITED | Foreign Entity | – | DIRECTOR OF MILESTONE CAPITAL PARTNERS LIMITED | 05/2007 | < 5% |
| MCP INVESTMENT HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER OF MILESTONE CAPITAL PARTNERS LIMITED | 03/2007 | > 75% |