Milestone Financial, LLC is a private equity fund based in Los Altos, California. According to its most recent Form D, filed Nov 21, 2025, it has sold $60,740,000 of interests to 202 investors since its first sale in Apr 2015. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include William Stuart.
- Total raised
- $60,740,000Cumulative sales reported on Form D
- Investors
- 202
- First sale
- Apr 20, 2015
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- William Stuart
- Latest Form D
- Nov 21, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Milestone Financial, LLC
What is the minimum investment for Milestone Financial, LLC?
According to its latest Form D, filed Nov 21, 2025, the minimum investment Milestone Financial, LLC accepts from an outside investor is $100,000.
Who can invest in Milestone Financial, LLC?
Milestone Financial, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Milestone Financial, LLC raised?
Milestone Financial, LLC reports $60,740,000 sold from 202 investors on its Form D filed Nov 21, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Milestone Financial, LLC based?
Milestone Financial, LLC is based in Los Altos, California.
When did Milestone Financial, LLC launch?
Milestone Financial, LLC reports its first sale in Apr 2015.
Size compared with every private equity fund
Raised more than 84% of the 1,777 private equity funds based in California, and more than 66% of all 9,142 that report sales.