The Milestone Real Estate Group
Real Estate SEC-registered adviser
Legal name: The Milestone Real Estate Group, LP
Dallas, TX Website
AUM
$2.4B
Regulatory AUM
Private funds
3
Real Estate 3
Private fund assets
$2.4B
Gross asset value
Employees
33
Last Form D raise
Oct 2025
Most recent fund filing
From SEC Form ADV filing (filed Apr 23, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
J
R
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Milestone Real Estate Investors VI, LP | Real Estate | $579.3M | $1.1B | 7 | Oct 2025 | Cool |
| Milestone Real Estate Investors V, LP | Real Estate | $1.6B | — | — | Aug 2020 | Cold |
| Milestone Real Estate Investors IV, LP | Real Estate | $245.9M | — | — | — |
Board seats(1)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 161957
- SEC file number
- 801-75957
Sources
- SEC Form ADV Oct 14, 2026