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 2025-11-21. The offering totals $70.0M, of which $60.7M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-11-21
- Form: D/A
- Accession: 0001639977-25-000003
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Total offering: $70.0M
- Amount sold: $60.7M
- Remaining: $9.3M
- Minimum investment: $100K
- Investors: 202
- Date of first sale: 2015-04-20
- Security types: equity, fund interests
- Revenue range: $5,000,001 - $25,000,000
- 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)
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