RIA Intelligence

MILESTONE GLOBAL ADVISORS LP

CRD #112593 SEC #801-54045 NEW YORK, NY 212-207-8786
SEC Registered
Total AUM
$22.7M
Discretionary
$22.7M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BONDI, STEPHEN, GERARDICHIEF FINANCIAL OFFICERNA Control
BONDI, STEPHEN, GERARDICHIEF FINANCIAL OFFICERNA Control
JING, XIAO-HONGIGENERAL COUNSELNA Control
MILESTONE FUND MANAGER INC.DEGENERAL PARTNERNA Control
MILESTONE FUND MANAGER INC.DEGENERAL PARTNERNA Control
MOSES, JEFFREY, MARKISENIOR VICE PRESIDENTNA Control
MILESTONE INVESTMENT GROUP INC.DELIMITED PARTNERE Control
MILESTONE INVESTMENT GROUP INC.DELIMITED PARTNERE Control
LIPNICK, BRUCE, HOWARDIPRESIDENT, CEO, DIRECTORB Control
LIPNICK, BRUCE, HOWARDIPRESIDENT, CEO, DIRECTORB Control
MINTZ, ARNOLD, LAWRANCEIEVP, COO, DIRECTORA Control
MINTZ, ARNOLD, LAWRANCEIEVP, COO, DIRECTORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ARTHUR J. GALLAGHER & CO. INC.DEAJG FINANCIAL SERVICES INC. ("FSI")E Control
ARTHUR J. GALLAGHER & CO. INC.DEAJG FINANCIAL SERVICES INC. ("FSI")E Control
ASSET ALLIANCE CORPORATIONDEASSET ALLIANCE HOLDING CORP. ("AAHC")E Control
ASSET ALLIANCE CORPORATIONDEASSET ALLIANCE HOLDING CORP. ("AAHC")E Control
ASSET ALLIANCE HOLDING CORP.DEMILESTONE INVESTMENT GROUP INC. ("MIGI")E Control
ASSET ALLIANCE HOLDING CORP.DEMILESTONE INVESTMENT GROUP INC. ("MIGI")E Control
AJG FINANCIAL SERVICES INC.DEASSET ALLIANCE CORPORATION ("AAC")C Control
AJG FINANCIAL SERVICES INC.DEASSET ALLIANCE CORPORATION ("AAC")C Control

Registrations

Federal

IA
Mar 28, 2002 REGISTERED

Address

800 THIRD AVENUE
22ND FLOOR
NEW YORK, NY 10022
USA
Phone: 212-207-8786