| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Milestone Real Estate Investors V, LP | Real Estate | $1.65B | — |
| Milestone Real Estate Investors IV, LP | Real Estate | $470.7M | — |
| Milestone Real Estate Investors VI, LP | Real Estate | $228.3M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Bartlett Control | Chief Operating Officer | Under 5% | 2023 |
| Jeffrey Lee Goldberg Control | Partner | 25-50% | 2014 |
| Jeffrey Lee Goldberg Control | Managing Partner | 25-50% | 2003 |
The Milestone Real Estate Group, LP reports $2.3 billion in regulatory assets under management on its Form ADV.
The Milestone Real Estate Group, LP manages 3 private funds with combined gross assets of $2.3 billion.
The Milestone Real Estate Group, LP reports 27 employees.
The Milestone Real Estate Group, LP is based in Dallas, TX and has been SEC-registered since 2012.
The Milestone Real Estate Group, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8333 Douglas Avenue, Suite 1600, Dallas, TX 75225 |
| Phone | 214-442-8150 |
| Fax | 214-442-8199 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $2.35B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.35B |