| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Milestone Fs Drive LP | Private Equity | $151.7M | $5M |
| Drive Assurance Investors LP | Private Equity | $76.1M | $5M |
| Milestone Fs Insure LP | Private Equity | $70.9M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Jeanne Cooney Control | Chief Financial Officer | Under 5% | 2024 |
| James Cameron Billmyer Control | Chief Compliance Officer | Under 5% | 2024 |
| John P Shoemaker Control | Managing Partner | 25-50% | 2002 |
Milestone Partners Management Co., L.P. reports $455.9 million in regulatory assets under management on its Form ADV.
Milestone Partners Management Co., L.P. manages 13 private funds with combined gross assets of $455.9 million.
Milestone Partners Management Co., L.P. reports 12 employees.
Milestone Partners Management Co., L.P. is based in Villanova, PA and has been SEC-registered since 2012.
Milestone Partners Management Co., L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 797 East Lancaster Ave, Suite 200, Villanova, PA 19085 |
| Phone | 610-526-2700 |
| Fax | 610-526-2701 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $455.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $455.9M |