Form D · Private Equity Fund

Milestone Financial, LLC

Los Altos, CA · CIK 0001639977

Offering snapshot reported Nov 21, 2025 · SEC filing

Reported sold
$60.7M
Offering amount: $70M
Investors reported
202
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 20, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$30.4M$60.7MApr 21, 2015: $1.00Apr 21, 2015Apr 6, 2016: $800,000.00Mar 13, 2017: $3,185,060.00Mar 28, 2018: $19,643,000.00Apr 24, 2019: $16,993,370.00Apr 2, 2020: $24,333,410.00Nov 21, 2025: $60,740,000.00Nov 21, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$24,333,410 → $60,740,000
  • Reported investors65 → 202
  • Minimum accepted$50,000 → $100,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 21, 2025Amendment$60,740,000$36,406,590vs Apr 2, 2020202SEC filing
Apr 2, 2020Amendment$24,333,410$7,340,040vs Apr 24, 201965SEC filing
Apr 24, 2019Amendment$16,993,370-$2,649,630vs Mar 28, 201839SEC filing
Mar 28, 2018Amendment$19,643,000$16,457,940vs Mar 13, 201756SEC filing
Mar 13, 2017Amendment$3,185,060$2,385,060vs Apr 6, 201619SEC filing
Apr 6, 2016Amendment$800,000$799,999vs Apr 21, 20159SEC filing
Apr 21, 2015Initial$1No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-238328

Source: Form D, filed Nov 21, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
William R Stuart Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4970 El Camino Real Suite 230
Los Altos, CA, 94022