Manager · SEC CRD 161957
Milestone
Private CreditPrivate Equity
Funds with performance
3
LP investors
5
Public LPs disclosing at least one fund
SEC regulatory AUM
$2.43B
As of 2026-10-29
The franchise by vintage
Funds disclosed by public LPs, by strategy and vintage year. Dot area is the number of funds raised that year.
Funds
Funds managed by Milestone
Fund Name | Strategy | Sub-Strategy | Geography | Vintage | IRR | TVPI | DPI | As-of Date | Gross AUM | LPs |
|---|---|---|---|---|---|---|---|---|---|---|
| Milestone Partners FS 2, L.P. | Private Credit | Direct Lending | Global | 2019 | 18.8% | 1.48x | 1.15x | 2025-12-31 | $22.3M | 1 |
| Milestone Partners III | Private Equity | Buyout | North America | 2008 | 2.1% | 1.15x | 1.15x | 2026-03-31 | $23.8M | 3 |
| Milestone Partners IV, L.P. | Private Equity | Buyout | North America | 2011 | 8.0% | 1.40x | 1.26x | 2025-12-31 | $41.1M | 2 |
LP Investors
Limited partners invested in Milestone funds
| LP Name | Type | Location | Funds Invested |
|---|---|---|---|
| Pennsylvania Public School Employees' Retirement System | public_pension | PA | 3 |
| North Carolina Retirement Systems | public_pension | NC | 1 |
| New York City Police Pension Fund | public_pension | NY | 1 |
| New York State Common Retirement Fund | public_pension | NY | 1 |
| New York City Fire Department Pension Fund | public_pension | NY | 1 |