THE MILESTONE REAL ESTATE GROUP, LP

RIASEC RegisteredEst. 2012
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$810M
Accounts
3
Employees
33
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
161957
Registered since
July 20, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Milestone Real Estate Group, LP is a private limited partnership focused on pooled real estate investment vehicles for institutional clients. The firm is registered with the SEC (since 2012) and is classified as a real estate fund manager rather than a broad capital allocator. Its advisory activity centers on portfolio management for pooled funds; the firm also acts as sponsor and general partner or managing member of those vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The Milestone Real Estate Group does not identify as an active ESG investor and is not presented as a multi-state or pension-consulting adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Bartlett

    Chief Operating OfficerCRD 7732498

  • Yuan Yuan

    Chief Financial OfficerCRD 7732500

Contacts

3 of 3
  • JEFFREY GOLDBERG

    Co-Managing PartnerCRD 1991146

  • JOHN ASCENZO

    General CounselCRD 6629970

  • ROBERT LANDIN

    Co-Managing PartnerCRD 6047002

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
8333 Douglas Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth