0001639977-17-000003.txt : 20170313 0001639977-17-000003.hdr.sgml : 20170313 20170310191148 ACCESSION NUMBER: 0001639977-17-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20170313 DATE AS OF CHANGE: 20170310 EFFECTIVENESS DATE: 20170313 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/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-238328 FILM NUMBER: 17683479 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/A 1 primary_doc.xml X0707 D/A LIVE 0001639977 Milestone Financial, LLC 4970 EL CAMINO REAL SUITE 230 LOS ALTOS CA CALIFORNIA 94022 603-719-4786 CALIFORNIA None None Corporation true William R Stuart 4970 El Camino Real Suite 230 Los Altos CA CALIFORNIA 94022 Executive Officer Pooled Investment Fund Private Equity Fund false $1,000,001 - $5,000,000 06c true 0001639977-16-000002 2015-04-20 true true true true false 50000 Indefinite 3185060 Indefinite false 19 0 0 0 false Milestone Financial, LLC William R. Stuart William R. Stuart Pres. of Mgr. 2017-03-10