MILESTONE PARTNERS MANAGEMENT CO., L.P. of VILLANOVA, PA is an SEC-registered investment adviser (CRD 159904). Regulatory assets under management: $590.7M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Todd Anthony | CFO & CCO; CHIEF FINANCIAL OFFICER | Vancouver, A1 |
| Warren W Scott | MANAGING PARTNER | St. Davids, PA |
| William Scott Warren | MANAGING PARTNER | — |
| John P Shoemaker | MANAGING PARTNER | — |
| James Cameron Billmyer | CHIEF COMPLIANCE OFFICER | — |
| Emily Jeanne Cooney | CHIEF FINANCIAL OFFICER | — |
| ANDERSEN DANIEL CHRISTIAN | PARTNER | — |
| KUMMERER KENNETH ECK | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SHOEMAKER JOHN P | MANAGING PARTNER | — |
| HAYES BROOKE B | PARTNER | — |
| LEVINE ROBERT GLENN | SENIOR ADVISOR | — |
| LLOYD JOHN PETER | CFO & CCO | — |
| NOWACZYK JOHN JAY | CFO & CCO, PARTNER | — |
| BILLMYER JAMES CAMERON | CHIEF COMPLIANCE OFFICER | — |
| Cooney Emily Jeanne | CHIEF FINANCIAL OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MILESTONE FS DRIVE LP | Private Equity Fund | Delaware | 6 | $190.1M | $5.0M |
| MILESTONE FS INSURE LP | Private Equity Fund | Delaware | 6 | $96.8M | $5.0M |
| DRIVE ASSURANCE INVESTORS LP | Private Equity Fund | Delaware | 6 | $95.4M | $5.0M |
| MILESTONE PARTNERS FS LP | Private Equity Fund | Delaware | 100 | $67.0M | $5.0M |
| MP SETTLE LP | Private Equity Fund | Delaware | 13 | $51.0M | $100K |
| MILESTONE PARTNERS IV, L.P. | Private Equity Fund | Delaware | 93 | $36.3M | $5.0M |
| MILESTONE PARTNERS FS 2 LP | Private Equity Fund | Delaware | 9 | $23.5M | $5.0M |
| PAYSNAP HOLDINGS, L.L.C. | Private Equity Fund | Delaware | 15 | $15.9M | $100K |
| MILESTONE PARTNERS IV, L.P. 2 | Private Equity Fund | Delaware | 2 | $13.9M | $5.0M |
| MILESTONE PARTNERS FS 3 BUYER LP | Private Equity Fund | Delaware | 7 | $342K | $5.0M |
| MILESTONE PARTNERS IV, L.P. 3 | Private Equity Fund | Delaware | 21 | $317K | $5.0M |
| MILESTONE PARTNERS FS 3A LP | Private Equity Fund | Delaware | 9 | $161K | $5.0M |
| MILESTONE PARTNERS FS 3B LP | Private Equity Fund | Delaware | 12 | $70K | $5.0M |