Form D · Private Equity Fund

Milestone Real Estate Investors V, LP

Dallas, TX · CIK 0001821081

Offering snapshot reported May 25, 2021 · SEC filing

Reported sold: $750M
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 25, 2021	Amendment	$750,000,000	No comparison	Not reported	SEC filing
Jan 8, 2021	Amendment	$449,095,000	$21,300,000vs Nov 17, 2020	10	SEC filing
Nov 17, 2020	Amendment	$427,795,000	$109,010,000vs Aug 20, 2020	7	SEC filing
Aug 20, 2020	Initial	$318,785,000	No comparison	3	SEC filing

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-373688

Source: Form D, filed May 25, 2021. 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 V, LP

Investment adviser: THE MILESTONE REAL ESTATE GROUP, LP

Gross asset value: $1.6B
Beneficial owners: 328
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 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

Filing source

Form ADV 2098235 · Apr 23, 2026 · Schedule D 7.B.(1), fund 805-6495947106

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Milestone Real Estate Investors III, LP	Aug 10, 2012	$23,850,000	56
Milestone Real Estate Investors IV, LP	Sep 12, 2016	$235,160,000	17
Milestone Real Estate Investors V, LP (this fund)	May 25, 2021	$750,000,000	Not reported
MILESTONE REAL ESTATE INVESTORS VI, LP	Oct 6, 2025	$1,100,000,000	68

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
Name	Reported role
Jeffrey L. Goldberg	Executive
Robert P. Landin	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

8333 Douglas Avenue Suite 1600
Dallas, TX, 75225