Form D · Other Investment Fund
MILESTONE REAL ESTATE INVESTORS VI, LP
Dallas, TX · CIK 0002006700
Offering snapshot reported Oct 6, 2025 · SEC filing
- Reported sold
- $1.1B Offering amount: $1.1B
- Investors reported
- 68 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 16, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$578,790,000 → $1,100,000,000
- Reported investors15 → 68
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 6, 2025 | Amendment | $1,100,000,000 | $521,210,000vs Dec 23, 2024 | 68 | SEC filing |
| Dec 23, 2024 | Amendment | $578,790,000 | No comparison | 15 | SEC filing |
| Jan 4, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.15M
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-501503
Amounts represented apply to the Issuer and certain affiliated funds.
Fees are paid based upon an established schedule, which apply to the Issuer and its affiliated funds. Galim hasn't received payment but is entitled to a future percentage of certain fees and carried interest.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EPIC ADVISORY, LLC | None | CC SECURITIES, LLC · CRD 153523 |
| RAYMOND JAMES & ASSOCIATES, INC. | 705 | |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 6694 | |
| GALIM GP LLC | None | |
| FURTHER CAPITAL PARTNERS LTD. | None |
Source: Form D, filed Oct 6, 2025. 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 VI, LP
Investment adviser: THE MILESTONE REAL ESTATE GROUP, LP
- Gross asset value
- $579M
- Beneficial owners
- 120
- 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
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
Filing source
Form ADV 2098235 · Apr 23, 2026 · Schedule D 7.B.(1), fund 805-4526787779
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.
| Name | Reported role |
|---|---|
| John Ascenzo | Executive |
| Jeffrey Goldberg | Executive |
| Robert Landin | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75225