# Milestone Money

Milestone Money is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://milestonemoney.com
- **LinkedIn:** https://www.linkedin.com/company/milestone-money

## Regulatory record

- **CRD number:** 319203
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319203

## About

Milestone Money is a state-registered investment adviser in Chicago, IL. The firm manages approximately $56 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Milestone Money?

No named principals or investment decision-makers are publicly disclosed for Milestone Money. The firm does not appear in any directory or public record identifying leadership.

### How does Milestone Money source proprietary deal flow?

Milestone Money's deal-sourcing model is unknown. The firm does not publicly describe any proprietary origination process, network, or partnership.

### What investment stages does Milestone Money target?

Stage preferences for Milestone Money are not publicly available. The firm has not disclosed any preference for venture, growth, buyout, real assets, or credit.

### Which sectors does Milestone Money explicitly avoid?

No sector exclusions have been publicly stated. The firm's investment thesis is entirely opaque.

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Last updated: 2026-07-06T01:24:21.379Z

Canonical page: https://altss.com/profile/milestone-money

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