0001639977-19-000002.txt : 20190424 0001639977-19-000002.hdr.sgml : 20190424 20190424133858 ACCESSION NUMBER: 0001639977-19-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20190424 DATE AS OF CHANGE: 20190424 EFFECTIVENESS DATE: 20190424 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: 19763433 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 FORMER COMPANY: FORMER CONFORMED NAME: Milestone Financial, Inc. DATE OF NAME CHANGE: 20170313 FORMER COMPANY: FORMER CONFORMED NAME: Milestone Financial, LLC DATE OF NAME CHANGE: 20150420 D/A 1 primary_doc.xml X0708 D/A LIVE 0001639977 Milestone Financial, LLC 4970 EL CAMINO REAL SUITE 230 LOS ALTOS CA CALIFORNIA 94022 603-719-4786 CALIFORNIA Milestone Financial, Inc. Milestone Financial, LLC 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 0001639977-18-000004 2015-04-20 true true true true false 50000 Indefinite 16993370 Indefinite false 39 0 0 0 false Milestone Financial, LLC William R. Stuart William R. Stuart Pres. of Mgr. 2019-04-24