Form D · Other Investment Fund

Milestone Real Estate Investors IV, LP

Dallas, TX · CIK 0001676715

Offering snapshot reported Sep 12, 2016 · SEC filing

Reported sold
$235M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 25, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$118M$235MJun 9, 2016: $119,150,000.00Jun 9, 2016Sep 12, 2016: $235,160,000.00Sep 12, 2016

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$119,150,000 → $235,160,000
  • Reported investors8 → 17

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 12, 2016Amendment$235,160,000$116,010,000vs Jun 9, 201617SEC filing
Jun 9, 2016Initial$119,150,000No comparison8SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-264701
Sales commissions are paid based upon an established fee schedule disclosed to investors prior to investment in the Issuer.

Source: Form D, filed Sep 12, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MILESTONE REAL ESTATE INVESTORS IV, LP

Investment adviser: THE MILESTONE REAL ESTATE GROUP, LP

Gross asset value
$246M
Beneficial owners
136
ADV minimum commitment
$0

Reported in Form ADV on Apr 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2098235 · Apr 23, 2026 · Schedule D 7.B.(1), fund 805-5543254682

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

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
Jeffrey L. Goldberg Executive
Robert P. Landin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5429 Lbj Freeway, Suite 800
Dallas, TX, 75240