MILESTONE PARTNERS MANAGEMENT CO., L.P.
C36
CRD 159904·SEC 801-73644·VILLANOVA, PA
AUM
$590.7M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $407.9M
'21 · $478.0M
'22 · $579.0M
'23 · $454.8M
'25 · $455.9M
'26 · $590.7M
'20'26
$407.9M → $590.7M▲ +45%
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 15 advisors
'22 · 11 advisors
'23 · 11 advisors
'25 · 7 advisors
'26 · 8 advisors
'20'26
15 advisors → 8 advisors▼ -47%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2010-08-182010-08-18 · 0001192482-10-000226
2009-09-232009-09-23 · 0001192482-09-000270
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O MILESTONE PARTNERS595 E. LANCASTER AVENUE, SUITE 303ST. DAVIDS, PA 19087
Business
C/O MILESTONE PARTNERS595 E. LANCASTER AVENUE, SUITE 303ST. DAVIDS, PA 19087