SEC Form D Filing

Milestone Financial, LLC

06cPrivate Equity FundAmendment
$70.0M
Total Offering
$60.7M
Amount Sold
November 21, 2025
Date Filed
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Filing Details

Issuer
Milestone Financial, LLC
CIK
0001639977
Accession
0001639977-25-000003
Exemption
06c
Industry
Private Equity Fund
Entity Type
Corporation
Location
LOS ALTOS, CA, CALIFORNIA
Date Filed
November 21, 2025
Total Offering
$70.0M
Amount Sold
$60.7M
Investors
202
Amendment
Yes

About this Filing

Milestone Financial, LLC filed a Form D with the SEC on November 21, 2025 under 06c, disclosing a total offering of $70.0M. The issuer is classified under the Private Equity Fund industry group. Form D filings are required by the SEC when companies raise capital through private placements under Regulation D.