MILESTONE PARTNERS MANAGEMENT CO., L.P.
Legal name: MILESTONE PARTNERS
CRD #159904 SEC #801-73644 VILLANOVA, PA 610-526-2700
SEC Registered Private Funds
Total AUM
$455.9M
Discretionary
$455.9M
Employees
12
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $455.9M | $455.9M | $0 | 12 | 0 |
| Mar 2025 | $455.9M | $455.9M | $0 | 12 | 0 |
| Sep 2024 | $402.7M | $402.7M | $0 | 12 | 0 |
| Apr 2024 | $402.7M | $402.7M | $0 | 12 | 0 |
| Mar 2024 | $405.7M | $405.7M | $0 | 12 | 0 |
| Jun 2023 | $477.6M | $477.6M | $0 | 14 | 0 |
| Mar 2023 | $477.6M | $477.6M | $0 | 14 | 0 |
| Mar 2022 | $454.8M | $454.8M | $0 | 13 | 0 |
| Mar 2021 | $579M | $579M | $0 | 13 | 0 |
| Sep 2020 | $478M | $478M | $0 | 15 | 0 |
| Mar 2020 | $478M | $478M | $0 | 15 | 0 |
| Mar 2019 | $407.9M | $407.9M | $0 | 15 | 0 |
| Mar 2018 | $393.8M | $393.8M | $0 | 16 | 0 |
| Sep 2017 | $504.6M | $504.6M | $0 | 16 | 1 |
| Mar 2017 | $504.6M | $504.6M | $0 | 15 | 1 |
| May 2016 | $490.5M | $490.5M | $0 | 15 | 1 |
| Mar 2016 | $490.5M | $490.5M | $0 | 15 | 1 |
| Dec 2015 | $557.2M | $557.2M | $0 | 17 | 1 |
| Mar 2015 | $557.2M | $557.2M | $0 | 17 | 1 |
| Mar 2014 | $642.3M | $642.3M | $0 | 19 | 1 |
| Apr 2013 | $569.6M | $569.6M | $0 | 17 | 1 |
| Jul 2012 | $448.6M | $448.6M | $0 | -- | 1 |
| Feb 2012 | $448.6M | $448.6M | $0 | -- | 1 |
DateSep 2025
Total AUM$455.9M
Discretionary$455.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$455.9M
Discretionary$455.9M
Non-Disc.$0
Employees12
Clients0
DateSep 2024
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees12
Clients0
DateJun 2023
Total AUM$477.6M
Discretionary$477.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$477.6M
Discretionary$477.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$579M
Discretionary$579M
Non-Disc.$0
Employees13
Clients0
DateSep 2020
Total AUM$478M
Discretionary$478M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$478M
Discretionary$478M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$407.9M
Discretionary$407.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$393.8M
Discretionary$393.8M
Non-Disc.$0
Employees16
Clients0
DateSep 2017
Total AUM$504.6M
Discretionary$504.6M
Non-Disc.$0
Employees16
Clients1
DateMar 2017
Total AUM$504.6M
Discretionary$504.6M
Non-Disc.$0
Employees15
Clients1
DateMay 2016
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees15
Clients1
DateMar 2016
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees15
Clients1
DateDec 2015
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees17
Clients1
DateMar 2015
Total AUM$557.2M
Discretionary$557.2M
Non-Disc.$0
Employees17
Clients1
DateMar 2014
Total AUM$642.3M
Discretionary$642.3M
Non-Disc.$0
Employees19
Clients1
DateApr 2013
Total AUM$569.6M
Discretionary$569.6M
Non-Disc.$0
Employees17
Clients1
DateJul 2012
Total AUM$448.6M
Discretionary$448.6M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$448.6M
Discretionary$448.6M
Non-Disc.$0
Employees--
Clients1