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THE MILESTONE REAL ESTATE GROUP, LP
CRD 161957 · SEC 801-75957
8333 DOUGLAS AVENUE, SUITE 1600, DALLAS, TX, 75225, United States
Phone
214-442-8150
Fax
214-442-8199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.43B
Discretionary AUM
$2.43B
Team
33 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-04-23
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $2.43B |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD