Milestone Financial, LLC — Form D/A

Milestone Financial, LLC of LOS ALTOS, CA, a pooled investment fund, filed a Form D amendment with the SEC on 2017-03-13. $3.2M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2017-03-13
Form: D/A
Accession: 0001639977-17-000003
Industry: Pooled Investment Fund
Exemptions: 06c
Amount sold: $3.2M
Minimum investment: $50K
Investors: 19
Date of first sale: 2015-04-20
Security types: equity, debt, fund interests
Revenue range: $1,000,001 - $5,000,000
SEC file number: 021-238328

Issuer

Name: Milestone Financial, LLC
CIK: 0001639977
Entity type: Corporation
Jurisdiction: CALIFORNIA
Address: 4970 EL CAMINO REAL SUITE 230, LOS ALTOS, CA, 94022
Phone: 603-719-4786

Officers, directors & promoters (2)

Name	Role	Location
William R Stuart	Executive Officer	Los Altos, CA
William R Stuart	Related Person	Los Altos, CA

Other filings by this issuer (6)

Filed	Form	Offering	Sold
2025-11-21	D/A	$70.0M	$60.7M
2020-04-02	D/A	—	$24.3M
2019-04-24	D/A	—	$17.0M
2018-03-28	D/A	—	$19.6M
2016-04-06	D/A	—	$800K
2015-04-21	D	—	$1

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