# THE MILESTONE REAL ESTATE GROUP, LP

THE MILESTONE REAL ESTATE GROUP, LP of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 161957
- Type: SEC-registered investment adviser
- SEC file number: 801-75957
- Location: 8333 DOUGLAS AVENUE, SUITE 1600, DALLAS, TX, 75225
- Phone: 214-442-8150
- Latest filing: 2026-04-23
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 33
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [Jeffrey Lee Goldberg](https://search.stillhousedata.com/person/707318) | MANAGING PARTNER; PARTNER | — |
| [Robert Paul Landin](https://search.stillhousedata.com/person/707319) | MANAGING PARTNER | — |
| [John Richard Ascenzo](https://search.stillhousedata.com/person/707320) | CHIEF COMPLIANCE OFFICER | — |
| [Christopher Bartlett](https://search.stillhousedata.com/person/707321) | CHIEF OPERATING OFFICER | — |
| [Yuan Yuan](https://search.stillhousedata.com/person/707322) | CHIEF FINANCIAL OFFICER | — |
| [GOLDBERG LEONARD LEE](https://search.stillhousedata.com/person/746590) | MANAGING MEMBER; MANAGING PARTNER; PARTNER | — |
| [LANDIN ROBERT](https://search.stillhousedata.com/person/817969) | MANAGING PARTNER | — |
| [LAMBERTI STEVE L](https://search.stillhousedata.com/person/817970) | CHIEF OPERATING OFFICER | — |
| [PHILLIPS CHRISTOPHER](https://search.stillhousedata.com/person/817971) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [KRUPA MICHAEL HENRY](https://search.stillhousedata.com/person/817972) | MANAGING DIRECTOR | — |
| [LANDIN ROBERT PAUL](https://search.stillhousedata.com/person/823623) | MANAGING MEMBER; MANAGING PARTNER | — |
| [LAMBERTI STEVEN THOMAS](https://search.stillhousedata.com/person/823624) | CHIEF OPERATING OFFICER | — |
| [NEWBERRY RYAN](https://search.stillhousedata.com/person/823625) | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| [PHILLIPS CHRISTOPHER ALAN](https://search.stillhousedata.com/person/827410) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [ASCENZO JOHN RICHARD](https://search.stillhousedata.com/person/839492) | CHIEF COMPLIANCE OFFICER | — |
| [Bartlett Christopher](https://search.stillhousedata.com/person/877798) | CHIEF OPERATING OFFICER | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MILESTONE REAL ESTATE INVESTORS V, LP | Real Estate Fund | Delaware | 328 | $1.6B | — |
| MILESTONE REAL ESTATE INVESTORS VI, LP | Real Estate Fund | Delaware | 120 | $579.3M | — |
| MILESTONE REAL ESTATE INVESTORS IV, LP | Real Estate Fund | Delaware | 136 | $245.9M | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BOCA RATON | FL | 3 | 2128715901 |


## Fund service providers (19)

- custodian: MREI IV BLOCKER, LP
- custodian: MREI IV INVESTORS, LP
- custodian: MREI IV REIT FEEDER A LP
- custodian: MREI IV REIT FEEDER B LP
- custodian: MREI IV REIT FEEDER C LP
- custodian: MREI V BLOCKER C, LP
- custodian: MREI VI BLOCKER FEEDER A, LP
- custodian: MREI VI BLOCKER FEEDER B, LP
- custodian: MREI VI BLOCKER FEEDER, LP
- custodian: MREI V INVESTORS, LP
- custodian: MREI VI REIT FEEDER A, LP
- custodian: MREI VI REIT FEEDER B, LP
- custodian: MREI VI REIT FEEDER C, LP
- custodian: MREI VI REIT FEEDER D, LP
- custodian: MREI VI REIT FEEDER E, LP
- custodian: MREI V REIT BLOCKER A, LP
- custodian: MREI V REIT FEEDER B, LP
- custodian: MREI V REIT FEEDER C, LP
- custodian: MREI V REIT FEEDER D, LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161957/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161957/similar
- Related entities: https://search.stillhousedata.com/firm/161957/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161957

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.