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Milestone Real Estate Investors IV, LP

Real Estate FundFund ID 805-5543254682Delaware, United States
Gross assets
$245.9M
Min. investment
Beneficial owners
136
Size rank
Top 28%
Audited
Yes
Structure
Master

About this fund

Milestone Real Estate Investors IV, LP is a real estate fund managed by The Milestone Real Estate Group, LP. The fund reports $245.9 million in gross assets, placing it among the top 28% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5543254682
Fund typeReal Estate Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundYes
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Milestone Real Estate Investors V, LPReal Estate$1.6B
Milestone Real Estate Investors VI, LPReal Estate$579.3M

Frequently asked questions

How large is Milestone Real Estate Investors IV, LP?

Milestone Real Estate Investors IV, LP reports $245.9 million in gross assets, among the top 28% of private funds by size.

Who manages Milestone Real Estate Investors IV, LP?

Milestone Real Estate Investors IV, LP is managed by The Milestone Real Estate Group, LP.

Does Milestone Real Estate Investors IV, LP disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Auditor
Marketer

Reported gross assets

$245.9M▼ 48%
Mar '25 — $470.7MApr '25 — $470.7MMay '25 — $470.7MJun '25 — $470.7MJul '25 — $470.7MAug '25 — $470.7MSep '25 — $470.7MOct '25 — $470.7MNov '25 — $470.7MDec '25 — $470.7MJan '26 — $470.7MFeb '26 — $470.7MMar '26 — $245.9MApr '26 — $245.9MMay '26 — $245.9MJun '26 — $245.9MJul '26 — $245.9M
Mar '25Form ADV, monthlyJul '26

How this fund compares

Gross assetsTop 28%
Larger than 72% of 67,246 private funds
Gross assets vs Real Estate FundsTop 19%
Larger than 81% of 5,855 real estate funds

Investor base

Adviser & related persons3%
Funds of funds%
Non-U.S. persons46%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.