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Milestone Holdings
Milestone Holdings is an SEC-registered investment adviser in Dallas, TX, registered since 2012. The firm manages approximately $2.4 billion in regulatory...
Milestone Holdings
Milestone Holdings is an SEC-registered investment adviser in Dallas, TX, registered since 2012. The firm manages approximately $2.4 billion in regulatory assets. It has 33 employees and 13 investment advisers.
General information
Firm type
RIA
Year founded
2023
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Danville, CA, United States
Frequently asked questions
Who runs investment decisions at Milestone Holdings?
No named principals or investment professionals are publicly associated with Milestone Holdings. The firm does not disclose its leadership or investment committee structure in any public filings or press.
What is the wealth origin behind Milestone Holdings?
The source of wealth for the family behind Milestone Holdings is not publicly identified. The firm does not disclose this information in available records.
Does Milestone Holdings invest in direct deals or funds?
Milestone Holdings' investment approach is not publicly described. Based on its classification as a family office, it likely allocates across both direct investments and fund commitments, but no specific deals or fund partnerships have been confirmed in public sources.
What sectors does Milestone Holdings target?
No sector preferences are documented for Milestone Holdings in public records. Without disclosed portfolio companies or stated strategy, sector focus cannot be determined.
Is Milestone Holdings a single-family or multi-family office?
Milestone Holdings is described as a family office, and its structure suggests a single-family office given the absence of any marketing or fundraising for external clients. However, its classification has not been explicitly confirmed by the firm.
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