MILESTONE PARTNERS MANAGEMENT CO., L.P.

MILESTONE PARTNERS
VILLANOVA, Pennsylvania·3 registered advisors·CRD# 159904
SEC# 801-736440610-526-2700
01

Firm Overview

AUM
$403M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at MILESTONE PARTNERS MANAGEMENT CO., L.P.

3 registered advisors
Brooke B. Hayes
RADNOR, Pennsylvania
John P Shoemaker
VILLANOVA, Pennsylvania
William Scott Warren
VILLANOVA, Pennsylvania
05

Office Locations

VILLANOVA, Pennsylvania
2 advisors
RADNOR, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. MILESTONE PARTNERS MANAGEMENT CO., L.P. (CRD# 159904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.