THE MILESTONE REAL ESTATE GROUP, LP
CRD #161957 SEC #801-75957 DALLAS, TX 214-442-8150
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
27
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2.3B | $0 | 27 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 20 | 0 |
| Apr 2023 | $2.2B | $2.2B | $0 | 18 | 0 |
| Mar 2023 | $2.2B | $2.2B | $0 | 18 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 15 | 0 |
| Mar 2021 | $1B | $1B | $0 | 15 | 2 |
| Mar 2020 | $872.1M | $872.1M | $0 | 18 | 1 |
| Mar 2019 | $429.2M | $429.2M | $0 | 14 | 2 |
| Mar 2018 | $484.7M | $484.7M | $0 | 13 | 2 |
| May 2017 | $475.7M | $475.7M | $0 | 5 | 1 |
| Mar 2017 | $475.7M | $475.7M | $0 | 5 | 1 |
| Oct 2016 | $2.5B | $350.5M | $2.1B | 12 | 1 |
| Mar 2016 | $2.5B | $350.5M | $2.1B | 12 | 1 |
| Mar 2015 | $1.9B | $215.3M | $1.7B | 11 | 1 |
| Apr 2014 | $1.6B | $252.5M | $1.3B | 12 | 1 |
| Oct 2013 | $1.6B | $353.9M | $1.2B | 29 | 1 |
| Apr 2013 | $353.9M | $353.9M | $0 | 29 | 1 |
| Jul 2012 | $1.2B | $1.2B | $0 | -- | 1 |
| May 2012 | $1.2B | $1.2B | $0 | -- | 1 |
| Mar 2012 | $1.2B | $1.2B | $0 | -- | 1 |
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees20
Clients0
DateApr 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients2
DateMar 2020
Total AUM$872.1M
Discretionary$872.1M
Non-Disc.$0
Employees18
Clients1
DateMar 2019
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees14
Clients2
DateMar 2018
Total AUM$484.7M
Discretionary$484.7M
Non-Disc.$0
Employees13
Clients2
DateMay 2017
Total AUM$475.7M
Discretionary$475.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2017
Total AUM$475.7M
Discretionary$475.7M
Non-Disc.$0
Employees5
Clients1
DateOct 2016
Total AUM$2.5B
Discretionary$350.5M
Non-Disc.$2.1B
Employees12
Clients1
DateMar 2016
Total AUM$2.5B
Discretionary$350.5M
Non-Disc.$2.1B
Employees12
Clients1
DateMar 2015
Total AUM$1.9B
Discretionary$215.3M
Non-Disc.$1.7B
Employees11
Clients1
DateApr 2014
Total AUM$1.6B
Discretionary$252.5M
Non-Disc.$1.3B
Employees12
Clients1
DateOct 2013
Total AUM$1.6B
Discretionary$353.9M
Non-Disc.$1.2B
Employees29
Clients1
DateApr 2013
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees29
Clients1
DateJul 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients1
DateMay 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients1
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients1