# 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 2019-04-24. $17.0M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2019-04-24
- Form: D/A
- Accession: 0001639977-19-000002
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Amount sold: $17.0M
- Minimum investment: $50K
- Investors: 39
- 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 | Related Person | Los Altos, CA |
| William R Stuart | Executive Officer | Los Altos, CA |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-11-21](https://search.stillhousedata.com/formd/0001639977-25-000003) | D/A | $70.0M | $60.7M |
| [2020-04-02](https://search.stillhousedata.com/formd/0001639977-20-000001) | D/A | — | $24.3M |
| [2018-03-28](https://search.stillhousedata.com/formd/0001639977-18-000004) | D/A | — | $19.6M |
| [2017-03-13](https://search.stillhousedata.com/formd/0001639977-17-000003) | D/A | — | $3.2M |
| [2016-04-06](https://search.stillhousedata.com/formd/0001639977-16-000002) | D/A | — | $800K |
| [2015-04-21](https://search.stillhousedata.com/formd/0001639977-15-000001) | D | — | $1 |

## More

- [CIK 1639977 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1639977&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001639977-19-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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