Milestone Partners FS LP is a private investment fund based in Radnor, Pennsylvania. According to its most recent Form D, filed Dec 27, 2019, it has sold $242,612,928 of interests to 107 investors since its first sale in Dec 2019. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Scott Warren; John Shoemaker; Peter Lloyd.
- Total raised
- $242,612,928Cumulative sales reported on Form D
- Investors
- 107
- First sale
- Dec 27, 2019
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Scott Warren; John Shoemaker; Peter Lloyd
- Latest Form D
- Dec 27, 2019
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Milestone Partners FS LP
What is the minimum investment for Milestone Partners FS LP?
Milestone Partners FS LP's latest Form D, filed Dec 27, 2019, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Milestone Partners FS LP?
Milestone Partners FS LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Milestone Partners FS LP raised?
Milestone Partners FS LP reports $242,612,928 sold from 107 investors on its Form D filed Dec 27, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Milestone Partners FS LP based?
Milestone Partners FS LP is based in Radnor, Pennsylvania.
When did Milestone Partners FS LP launch?
Milestone Partners FS LP reports its first sale in Dec 2019.
Size compared with every private investment fund
Raised more than 87% of the 290 private investment funds based in Pennsylvania, and more than 81% of all 10,270 that report sales.