AltMountain

Milestone Partners III LP

St Davids, PA · CIK 1432513
Status: no Form D since Mar 2009. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Milestone Partners III LP is a private equity fund based in St Davids, Pennsylvania. According to its most recent Form D, filed Mar 25, 2009, it has sold $223,073,333 of interests to 68 investors since its first sale in Mar 2008. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Brooke Hayes; Robert Levine; John Shoemaker.

Total raised
$223,073,333Cumulative sales reported on Form D
Investors
68
First sale
Mar 17, 2008
Minimum investment
$50,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Key people and entities
Brooke Hayes; Robert Levine; John Shoemaker
Latest Form D
Mar 25, 2009

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 III LP

What is the minimum investment for Milestone Partners III LP?

According to its latest Form D, filed Mar 25, 2009, the minimum investment Milestone Partners III LP accepts from an outside investor is $50,000.

Who can invest in Milestone Partners III LP?

Milestone Partners III LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How much has Milestone Partners III LP raised?

Milestone Partners III LP reports $223,073,333 sold from 68 investors on its Form D filed Mar 25, 2009. This is cumulative sales since the offering began, not current assets or performance.

Where is Milestone Partners III LP based?

Milestone Partners III LP is based in St Davids, Pennsylvania.

When did Milestone Partners III LP launch?

Milestone Partners III LP reports its first sale in Mar 2008.

Size compared with every private equity fund

Raised more than 93% of the 261 private equity funds based in Pennsylvania, and more than 82% of all 8,896 that report sales.

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