Investment adviser · CRD 161957

THE MILESTONE REAL ESTATE GROUP, LP

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Apr 23, 2026

Regulatory AUM
$2.43B
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
33
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles3$2,429,288,738100.0%
Filing source

Form ADV 2098235 · Apr 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MILESTONE REAL ESTATE INVESTORS V, LPReal Estate Fund · Last reported Apr 23, 2026$1.6BGross asset value

Form D fundraising filings

Milestone Real Estate Investors V, LP

Feeder funds

Auditor KPMG LLP DALLAS, Texas, United States
Custodian CHARLES SCHWAB & CO. WESTLAKE, Texas, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer CC SECURITIES, LLC STAMFORD, Connecticut, United States Related to adviser: No
Marketer GALIM INVESTMENTS, LLC TEL-AVIV, Israel Related to adviser: No
Marketer ICA, LLC NASHVILLE, Tennessee, United States Related to adviser: No
Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Marketer RAYMOND JAMES FINANCIAL SERVICES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

KPMG LLP
PCAOB 185

CC SECURITIES, LLC
CRD 153523 · SEC 8-68546

ICA, LLC
CRD 145235 · SEC 8-67717

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

RAYMOND JAMES FINANCIAL SERVICES, INC.
CRD 6694 · SEC 8-17983

Fund details & source
Fund ID
805-6495947106
Reported beneficial owners
328
Minimum commitment
$0
Form D file number
021-373688
Form D file number
021-373691
Form D file number
021-373692
Form D file number
021-373693
Form D file number
021-373695
Form D file number
021-373697
Form D file number
021-373699
Form D file number
021-373703

Form ADV 2098235 · Apr 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MILESTONE REAL ESTATE INVESTORS VI, LPReal Estate Fund · Last reported Apr 23, 2026$579MGross asset value

Form D fundraising filings

MILESTONE REAL ESTATE INVESTORS VI, LP

Feeder funds

Showing the first 7 feeders, with Form D links first.

Auditor KPMG LLP DALLAS, Texas, United States
Custodian CHARLES SCHWAB & CO. WESTLAKE, Texas, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer CC SECURITIES, LLC STAMFORD, Connecticut, United States Related to adviser: No
Marketer FURTHER CAPITAL PARTNERS LTD. TORONTO, Canada Related to adviser: No
Marketer GALIM INVESTMENTS, LLC TEL-AVIV, Israel Related to adviser: No
Marketer ICA, LLC NASHVILLE, Tennessee, United States Related to adviser: No
Marketer MARCO POLO SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Marketer RAYMOND JAMES FINANCIAL SERVICES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Marketer ROCKEFELLER CAPITAL MANAGEMENT NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

KPMG LLP
PCAOB 185

CC SECURITIES, LLC
CRD 153523 · SEC 8-68546

ICA, LLC
CRD 145235 · SEC 8-67717

MARCO POLO SECURITIES LLC
CRD 46561 · SEC 8-51480

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

RAYMOND JAMES FINANCIAL SERVICES, INC.
CRD 6694 · SEC 8-17983

ROCKEFELLER CAPITAL MANAGEMENT
CRD 291361 · SEC 801-114033

Fund details & source
Fund ID
805-4526787779
Reported beneficial owners
120
Minimum commitment
$0
Form D file number
021-501503
Form D file number
021-501504
Form D file number
021-501505
Form D file number
021-501506
Form D file number
021-501507
Form D file number
021-513087
Form D file number
021-523636
Form D file number
021-533155
Form D file number
021-533156
Form D file number
021-533157
Form D file number
021-533159
Form D file number
021-533492
Form D file number
021-541793
Form D file number
021-567689

Form ADV 2098235 · Apr 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MILESTONE REAL ESTATE INVESTORS IV, LPReal Estate Fund · Last reported Apr 23, 2026$246MGross asset value

Form D fundraising filings

Milestone Real Estate Investors IV, LP

Feeder funds

Auditor KPMG LLP DALLAS, Texas, United States
Custodian CHARLES SCHWAB & CO. WESTLAKE, Texas, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer GALIM INVESTMENTS, LLC TEL AVIV, Israel Related to adviser: No
Marketer ICA, LLC NASHVILLE, Tennessee, United States Related to adviser: No
Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

KPMG LLP
PCAOB 185

ICA, LLC
CRD 145235 · SEC 8-67717

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

Fund details & source
Fund ID
805-5543254682
Reported beneficial owners
136
Minimum commitment
$0
Form D file number
021-264613
Form D file number
021-264701
Form D file number
021-270409
Form D file number
021-270416
Form D file number
021-270641
Form D file number
021-277562
Form D file number
021-277565
Form D file number
021-302583

Form ADV 2098235 · Apr 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MILESTONE MULTIFAMILY INVESTORS LPReal Estate Fund · Last reported Jul 2, 2012$1.07BGross asset value
Auditor KPMG LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA DALLAS, Texas, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-9863980809
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 654265 · Jul 2, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MILESTONE REAL ESTATE INVESTORS II LPReal Estate Fund · Last reported Mar 31, 2015$34.5MGross asset value
Auditor KPMG LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3025781599
Reported beneficial owners
112
Minimum commitment
$0
Form D file number
021-97313

Form ADV 897186 · Mar 31, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MILESTONE III REIT, LLCReal Estate Fund · Last reported Mar 26, 2019$31.8MGross asset value

Feeder funds

  • MILESTONE REAL ESTATE INVESTORS III, LP
  • MREI III INVESTORS, LP
Auditor KPMG LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-4525085369
Reported beneficial owners
189
Minimum commitment
$0
Form D file number
021-182497
Form D file number
021-182500

Form ADV 1293698 · Mar 26, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 23, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

8333 DOUGLAS AVENUE, SUITE 1600
DALLAS, TX, 75225, United States

CRD 161957

Filing source

Form ADV 2098235 · Apr 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.