Milestone Partners Management Co., L.P.
● SEC registered since 2012CRD 159904SEC# 801-73644Villanova, PA
Ranks #3,662 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$590.7M
Fund GAV
$590.7M
Private funds
13
Employees
13
Accounts
13
Location
Villanova, PA
Milestone Partners Management Co., L.P. assets under management
Milestone Partners Management Co., L.P. is an SEC-registered investment adviser based in Villanova, PA. The firm has been registered since 2012. It reports $590.7 million in regulatory assets under management and employs 13 people. Milestone Partners Management Co., L.P. manages 13 private funds with combined gross assets of $590.7 million, including Milestone Fs Drive LP. By regulatory assets, it ranks 3,662 of 6,004 private fund managers.
Milestone Partners Management Co., L.P. private funds
13 funds · $590.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Milestone Fs Drive LP | Private Equity | $190.1M | $5M |
| Milestone Fs Insure LP | Private Equity | $96.8M | $5M |
| Drive Assurance Investors LP | Private Equity | $95.4M | $5M |
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Join to unlock · $37/moMilestone Partners Management Co., L.P. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Jeanne Cooney Control | Chief Financial Officer | Under 5% | 2024 |
| James Cameron Billmyer Control | Chief Compliance Officer | Under 5% | 2024 |
| John P Shoemaker Control | Managing Partner | 25-50% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does Milestone Partners Management Co., L.P. manage?
Milestone Partners Management Co., L.P. reports $590.7 million in regulatory assets under management on its Form ADV.
How many private funds does Milestone Partners Management Co., L.P. manage?
Milestone Partners Management Co., L.P. manages 13 private funds with combined gross assets of $590.7 million.
How many employees does Milestone Partners Management Co., L.P. have?
Milestone Partners Management Co., L.P. reports 13 employees.
Where is Milestone Partners Management Co., L.P. located?
Milestone Partners Management Co., L.P. is based in Villanova, PA and has been SEC-registered since 2012.
Does Milestone Partners Management Co., L.P. disclose fund performance?
Milestone Partners Management Co., L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 797 East Lancaster Ave, Suite 200, Villanova, PA 19085 |
| Phone | 610-526-2700 |
| Fax | 610-526-2701 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$590.7M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$590.7Mregulatory AUM
Discretionary $590.7M
Service providers
Auditor