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MILESTONE PARTNERS MANAGEMENT CO., L.P.
CRD 159904 · SEC 801-73644
797 EAST LANCASTER AVE, SUITE 200, VILLANOVA, PA, 19085, United States
Phone
610-526-2700
Fax
610-526-2701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$590.7M
Discretionary AUM
$590.7M
Team
13 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $590.7M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD