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 D LIVE 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