The Milestone Real Estate Group, LP
● SEC registered since 2012CRD 161957SEC# 801-75957Dallas, TX
Ranks #1,985 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$2.43B
Fund GAV
$2.43B
Private funds
3
Employees
33
Accounts
3
Location
Dallas, TX
The Milestone Real Estate Group, LP assets under management
The Milestone Real Estate Group, LP is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2012. It reports $2.4 billion in regulatory assets under management and employs 33 people. The Milestone Real Estate Group, LP manages 3 private funds with combined gross assets of $2.4 billion, including Milestone Real Estate Investors V, LP. By regulatory assets, it ranks 1,985 of 6,030 private fund managers.
The Milestone Real Estate Group, LP private funds
3 funds · $2.43B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Milestone Real Estate Investors V, LP | Real Estate | $1.6B | — |
| Milestone Real Estate Investors VI, LP | Real Estate | $579.3M | — |
| Milestone Real Estate Investors IV, LP | Real Estate | $245.9M | — |
The Milestone Real Estate Group, LP owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Bartlett Control | Chief Operating Officer | Under 5% | 2023 |
| Jeffrey Lee Goldberg Control | Partner | 25-50% | 2014 |
| Jeffrey Lee Goldberg Control | Managing Partner | 25-50% | 2003 |
| John Richard Ascenzo Control | Chief Compliance Officer | Under 5% | 2015 |
| Landin Family Partnership, LP Control | Partner | 25-50% | 2014 |
| Robert Paul Landin Control | Managing Partner | Under 5% | 2004 |
| The Milestone Group, LLC Control | General Partner | Under 5% | 2003 |
| Yuan Yuan Control | Chief Financial Officer | Under 5% | 2023 |
Frequently asked questions
How much does The Milestone Real Estate Group, LP manage?
The Milestone Real Estate Group, LP reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does The Milestone Real Estate Group, LP manage?
The Milestone Real Estate Group, LP manages 3 private funds with combined gross assets of $2.4 billion.
How many employees does The Milestone Real Estate Group, LP have?
The Milestone Real Estate Group, LP reports 33 employees.
Where is The Milestone Real Estate Group, LP located?
The Milestone Real Estate Group, LP is based in Dallas, TX and has been SEC-registered since 2012.
Does The Milestone Real Estate Group, LP disclose fund performance?
The Milestone Real Estate Group, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8333 Douglas Avenue, Suite 1600, Dallas, TX 75225 |
| Phone | 214-442-8150 |
| Fax | 214-442-8199 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$2.43B▲ 4%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,306 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$2.43Bregulatory AUM
Discretionary $2.43B
Service providers
Auditor
Custodian