The Milestone Real Estate Group, Lp
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 3
- Avg AUM / client
- $810M
- Accounts
- 3
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $2.4B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Milestone Real Estate Investors V, Lp master | Real Estate Fund | Delaware | $1.4B | 328 |
| Milestone Real Estate Investors Iv, Lp master | Real Estate Fund | Delaware | $637M | 136 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldberg, Jeffrey, Lee | Managing Partner | Aug 2003 (23y) | 25% – 50% | |
| Landin, Robert, Paul | Managing Partner | Aug 2004 (22y) | Less than 5% | |
| Ascenzo, John, Richard | Chief Compliance Officer | Sep 2015 (11y) | Less than 5% | |
| Bartlett, Christopher | Chief Operating Officer | Jan 2023 (4y) | Less than 5% | |
| Yuan, Yuan | Chief Financial Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Landin Family Partnership, Lp | Partner | Jan 2014 | A | 25% – 50% |
| The Milestone Group, Llc | General Partner | Aug 2003 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Milestone Real Estate Investors V, Lp | Real Estate Fund | $1.4B | $0 | 328 |
| Milestone Real Estate Investors Iv, Lp | Real Estate Fund | $637M | $0 | 136 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗