Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Milestone Financial, LLC See All Filings	D/A	2025-11-20 19:17:25 UTC
Amount To Be Raised $70,000,000 Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-25-000003 Exclusions or Exemptions 506c Accepted Date 2025-11-20 19:17:25 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$5,000,001 - $25,000,000 Type of Security Equity
Milestone Financial, LLC See All Filings	D/A	2020-04-01 18:14:58 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-20-000001 Exclusions or Exemptions 506c Accepted Date 2020-04-01 18:14:58 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$1,000,001 - $5,000,000 Type of Security Equity
Milestone Financial, LLC See All Filings	D/A	2019-04-24 13:38:58 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-19-000002 Exclusions or Exemptions 506c Accepted Date 2019-04-24 13:38:58 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$1,000,001 - $5,000,000 Type of Security Equity
Milestone Financial, LLC See All Filings	D/A	2018-03-27 17:32:47 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-18-000004 Exclusions or Exemptions 506c Accepted Date 2018-03-27 17:32:47 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$1,000,001 - $5,000,000 Type of Security Equity
Milestone Financial, LLC See All Filings	D/A	2017-03-10 19:11:48 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-17-000003 Exclusions or Exemptions 506c Accepted Date 2017-03-10 19:11:48 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$1,000,001 - $5,000,000 Type of Security Equity
Milestone Financial, LLC See All Filings	D/A	2016-04-05 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-16-000002 Exclusions or Exemptions 506c Accepted Date 2016-04-05 00:00:00 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$5,000,001 - $25,000,000 Type of Security Equity
Milestone Financial, LLC See All Filings	D	2015-04-20 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001639977 Filed Document 0001639977-15-000001 Exclusions or Exemptions 506c Accepted Date 2015-04-20 00:00:00 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets $$5,000,001 - $25,000,000 Type of Security Equity