Form D · Other Investment Fund
Milestone Partners FS LP
Radnor, PA · CIK 0001796604
Offering snapshot reported Dec 27, 2019 · SEC filing
- Reported sold
- $243M Indefinite offering
- Investors reported
- 107 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 27, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 27, 2019 | Initial | $242,612,928 | No comparison | 107 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $500K (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Park Hill Group LLC | 135898 |
Source: Form D, filed Dec 27, 2019. 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.
| Name | Reported role |
|---|---|
| Peter Lloyd | Executive |
| John Shoemaker | Executive |
| Scott Warren | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
C/O Milestone Partners Management Co. 555 East Lancaster Avenue, Suite 500
Radnor, PA, 19087
Radnor, PA, 19087