0001639977-25-000003.txt : 20251121 0001639977-25-000003.hdr.sgml : 20251121 20251120191725 ACCESSION NUMBER: 0001639977-25-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20251121 DATE AS OF CHANGE: 20251120 EFFECTIVENESS DATE: 20251121 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Milestone Financial, LLC CENTRAL INDEX KEY: 0001639977 ORGANIZATION NAME: EIN: 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: 251504342 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 $5,000,001 - $25,000,000 06c true 0001639977-20-000001 2015-04-20 true true true false 100000 70000000 60740000 9260000 false 202 0 0 0 false Milestone Financial, LLC /william r. stuart/ William R. Stuart Pres. of Mgr. 2025-11-20