THE MILESTONE REAL ESTATE GROUP, LP

THE MILESTONE REAL ESTATE GROUP, LP of DALLAS, TX is an SEC-registered investment adviser (CRD 161957). Regulatory assets under management: $2.4B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (16)

NameRoleLocation
Jeffrey Lee GoldbergMANAGING PARTNER; PARTNER—
Robert Paul LandinMANAGING PARTNER—
John Richard AscenzoCHIEF COMPLIANCE OFFICER—
Christopher BartlettCHIEF OPERATING OFFICER—
Yuan YuanCHIEF FINANCIAL OFFICER—
GOLDBERG LEONARD LEEMANAGING MEMBER; MANAGING PARTNER; PARTNER—
LANDIN ROBERTMANAGING PARTNER—
LAMBERTI STEVE LCHIEF OPERATING OFFICER—
PHILLIPS CHRISTOPHERCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER—
KRUPA MICHAEL HENRYMANAGING DIRECTOR—
LANDIN ROBERT PAULMANAGING MEMBER; MANAGING PARTNER—
LAMBERTI STEVEN THOMASCHIEF OPERATING OFFICER—
NEWBERRY RYANCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER—
PHILLIPS CHRISTOPHER ALANCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER—
ASCENZO JOHN RICHARDCHIEF COMPLIANCE OFFICER—
Bartlett ChristopherCHIEF OPERATING OFFICER—

Private funds (3)

FundTypeFormedOwnersGross asset valueMin investment
MILESTONE REAL ESTATE INVESTORS V, LPReal Estate FundDelaware328$1.6B—
MILESTONE REAL ESTATE INVESTORS VI, LPReal Estate FundDelaware120$579.3M—
MILESTONE REAL ESTATE INVESTORS IV, LPReal Estate FundDelaware136$245.9M—

Branch offices (1)

CityStateEmployeesPhone
BOCA RATONFL32128715901

Fund service providers (19)

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