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THE MILESTONE REAL ESTATE GROUP, LP
CRD 161957File 801-75957
APPROVED
Custody
Filing as of Apr 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Clients
3
3 accounts
Employees
33
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 20, 2012
- Principal office
- 8333 DOUGLAS AVENUE, SUITE 1600, DALLAS, TX, 75225
- Phone
- 214-442-8150
- Website
- HTTP://WWW.MILESTONEGP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.43B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $809.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $2.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | AUM | $2,677,956,837 | $2,429,288,738 | decreased by$248,668,099 |
| Apr 1, 2026 | Employees | 27 | 33 | increased by6 |
| Apr 1, 2026 | AUM | $2,347,131,845 | $2,677,956,837 | increased by$330,824,992 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 27 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,749,523,984 | $2,347,131,845 | increased by$597,607,861 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 3 | increased by1 |
| Apr 1, 2022 | AUM | $1,017,436,846 | $1,749,523,984 | increased by$732,087,138 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILESTONE REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILESTONE REAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.