MILESTONE PARTNERS

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 12 -14.29%
of those in investment advisory functions 7 -30.00%
Registration SEC, Approved, 3/30/2012
AUM* 402,742,870 -15.68%
of that, discretionary 402,742,870 -15.68%
Private Fund GAV* 402,742,870 -15.68%
Avg Account Size 25,171,429 -26.22%
SMA’s No
Private Funds 15 1
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
579M 496M 414M 331M 248M 165M 83M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count15 GAV$402,742,870

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CARSON MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund493.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV493.8m AUM493.8m #Funds21
Adviser ARABLE CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund261.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV261.9m AUM509.5m #Funds1
Adviser WOODWARD DIVERSIFIED CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund176.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV176.8m AUM507.5m #Funds9
Adviser AUSTRALIS PARTNERS (ADVISERS) LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.0b AUM663.4m #Funds4
Adviser LNK PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund554.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV554.0m AUM554.0m #Funds3
Adviser ECM U.S. INC. Hedge Fund- Liquidity Fund- Private Equity Fund455.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV455.6m AUM455.6m #Funds2
Adviser NOLAN MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund516.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV516.3m AUM516.3m #Funds3
Adviser PRINCETON EQUITY GROUP Hedge Fund- Liquidity Fund- Private Equity Fund722.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV722.1m AUM1.4b #Funds6
Adviser SER CAPITAL PARTNERS MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund561.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV561.6m AUM471.4m #Funds10
Adviser STRIDE CONSUMER Hedge Fund- Liquidity Fund- Private Equity Fund535.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV535.3m AUM535.3m #Funds4

Brochure Summary

Overview

Milestone Partners is an investment manager of private investment funds specifically focused on lower middle market buyouts. Founded in 1995, Milestone Partners is based in the greater Philadelphia area. The principal owners of Milestone Partners are W. Scott Warren and John P. Shoemaker. Milestone Partners provides discretionary investment advice solely to private investment funds that seek to generate significant capital appreciation primarily through private equity investments in portfolio companies that are generally in established industries. The investment management services that we provide to our funds primarily consist of investigating, structuring and negotiating investments and dispositions, monitoring the performance of investments and performing certain administrative services. These services are provided pursuant to investment management agreements with our funds and as a result of a delegation of authority by the general
partner of each fund (each general partner is an affiliate of ours). We provide tailored advice to each fund that takes into account its investment objectives and the investment restrictions contained in its limited partnership agreement. Milestone Partners does not further tailor its investments to individual needs of each investor, however, we can and have entered into negotiated side letters with investors and can do so without notice to other investors. Please see Item 8 for more information on our investment strategies. Wrap Fee Programs We do not participate in wrap fee programs. Assets Under Management As of December 31, 2023, Milestone Partners managed approximately $402,742,870 of client assets on a discretionary basis. Such figure includes capital that can be called by our funds from their limited partners. Milestone Partners does not manage client assets on a non-discretionary basis.