0001639977-15-000001.txt : 20150421
0001639977-15-000001.hdr.sgml : 20150421
20150420203448
ACCESSION NUMBER: 0001639977-15-000001
CONFORMED SUBMISSION TYPE: D
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06c
FILED AS OF DATE: 20150421
DATE AS OF CHANGE: 20150420
EFFECTIVENESS DATE: 20150421
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Milestone Financial, LLC
CENTRAL INDEX KEY: 0001639977
IRS NUMBER: 000000000
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-238328
FILM NUMBER: 15781646
BUSINESS ADDRESS:
STREET 1: 4970 EL CAMINO REAL
STREET 2: SUITE 230
CITY: LOS ALTOS
STATE: CA
ZIP: 94022
BUSINESS PHONE: 603-719-4786
MAIL ADDRESS:
STREET 1: 4970 EL CAMINO REAL
STREET 2: SUITE 230
CITY: LOS ALTOS
STATE: CA
ZIP: 94022
D
1
primary_doc.xml
X0707
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0001639977
Milestone Financial, LLC
4970 EL CAMINO REAL
SUITE 230
LOS ALTOS
CA
CALIFORNIA
94022
603-719-4786
CALIFORNIA
None
None
Limited Liability Company
true
William
R
Stuart
4970 El Camino Real
Suite 230
Los Altos
CA
CALIFORNIA
94022
Executive Officer
Pooled Investment Fund
Private Equity Fund
false
$5,000,001 - $25,000,000
- 06c
false
2015-04-20
true
true
true
true
false
50000
Indefinite
1
Indefinite
false
1
0
0
0
false
Milestone Financial, LLC
William R. Stuart
William R. Stuart
Pres. of Mgr.
2015-04-20