Milestone Financial is a Private Equity Fund in California, that has raised $24.33 mm from 65 investors, with a minimum investment of $50.00 k, for a fund started in Apr 2015. Data from SEC filing on 1 Apr 2020.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Milestone Financial, Inc., Milestone Financial, LLC
SEC CIK
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund / equity / debt, sold $24.33M, 65 investors
2 Apr 20
D/A
Indefinite amount in investment fund / equity / debt, sold $16.99M, 39 investors
24 Apr 19
D/A
Indefinite amount in investment fund / equity / debt, sold $19.64M, 56 investors
28 Mar 18
D/A
Indefinite amount in investment fund / equity / debt, sold $3.19M, 19 investors
13 Mar 17
D/A
Indefinite amount in investment fund / equity / debt, sold $800K, 9 investors
6 Apr 16
D
Indefinite amount in investment fund / equity / debt, sold $1, 1 investor
21 Apr 15
Latest ownership filings
No filings