RIA Intelligence

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

Firm Details

Organization Type
Limited Partnership
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 9, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BILLMYER, JAMES, CAMERONICHIEF COMPLIANCE OFFICERNA Control
BILLMYER, JAMES, CAMERONICHIEF COMPLIANCE OFFICERNA Control
BILLMYER, JAMES, CAMERONICHIEF COMPLIANCE OFFICERNA Control
BILLMYER, JAMES, CAMERONICHIEF COMPLIANCE OFFICERNA Control
BILLMYER, JAMES, CAMERONICHIEF COMPLIANCE OFFICERNA Control
Cooney, Emily, JeanneICHIEF FINANCIAL OFFICERNA Control
Cooney, Emily, JeanneICHIEF FINANCIAL OFFICERNA Control
Cooney, Emily, JeanneICHIEF FINANCIAL OFFICERNA Control
KUMMERER, KENNETH, ECKICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUMMERER, KENNETH, ECKICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUMMERER, KENNETH, ECKICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUMMERER, KENNETH, ECKICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUMMERER, KENNETH, ECKICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUMMERER, KENNETH, ECKICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
LLOYD, JOHN, PETERICFO & CCONA Control
NOWACZYK, JOHN, JAYICFO & CCO, PARTNERNA Control
NOWACZYK, JOHN, JAYICFO & CCO, PARTNERNA Control
TODD, MICHAEL, ANTHONYICFO & CCONA Control
TODD, MICHAEL, ANTHONYICFO & CCONA Control
TODD, MICHAEL, ANTHONYICFO & CCONA Control
TODD, MICHAEL, ANTHONYICHIEF FINANCIAL OFFICERNA Control
TODD, MICHAEL, ANTHONYICHIEF FINANCIAL OFFICERNA Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
SHOEMAKER, JOHN, PIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
WARREN, WILLIAM, SCOTTIMANAGING PARTNERC Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
ANDERSEN, ERIC, CHRISTIANIPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
HAYES, BROOKE, B.IPARTNERB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control
LEVINE, ROBERT, GLENNISENIOR ADVISORB Control

Registrations

Federal

IA
Sep 9, 2025 REGISTERED

Notice Filings (1)

PA

Address

797 EAST LANCASTER AVE, SUITE 200
VILLANOVA, PA 19085
United States
Phone: 610-526-2700