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Private equityFirmbuyoutlower middle market

Milestone Partners

Private Equity

Villanova, PA

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Search this name across graphsid dfx:pe:872400c3-bf17-41bc-9fef-9a28b7f80d56

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 33
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Mp Next Capital

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

MP NEXT CAPITAL

Registered adviser · cited, shared crd

Allocatorsidentity

Milestone Partners

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 17
PE funds: 17
Vintages: 2014 to 2024
PE GAV, 2024 filing: $403Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $403M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.40bn Private Equity Fund GAV on the Form ADV filed 2024-09-27
Latest ADV filing: Sep 27, 2024
Employees (ADV): 12
Website: milestonepartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Paysnap Holdings, L.L.C.	2024	Unknown	Private Equity Fund	n/a	$14.8M	0
Drive Assurance Investors LP	2023	Early deployment	Private Equity Fund	n/a	$50.7M	0
Milestone Fs Drive LP	2023	Early deployment	Private Equity Fund	n/a	$101M	0
Milestone Fs Insure LP	2021	Active deployment	Private Equity Fund	n/a	$65.3M	0
Milestone Partners Fs Aiv 3c LP	2020	Harvest	Private Equity Fund	n/a	$0	0
Milestone Partners Fs 2 LP	2020	Harvest	Private Equity Fund	n/a	$22.3M	1
Milestone Partners Fs LP	2020	Harvest	Private Equity Fund	n/a	$58.0M	0
Milestone Partners Fs 3b LP	2020	Harvest	Private Equity Fund	n/a	$49,333	0
Milestone Partners Fs 3a LP	2020	Harvest	Private Equity Fund	n/a	$114,161	0
Milestone Partners Fs 3 Buyer LP	2020	Harvest	Private Equity Fund	n/a	$337,733	0
Milestone Partners IV, L.P. 3	2014	Harvest	Private Equity Fund	n/a	$354,264	0
Milestone Partners IV, L.P.	n/a	Harvest	Private Equity Fund	n/a	$41.1M	1
Milestone Partners II, L.P. 2	n/a	Wound down	Private Equity Fund	n/a	$0	0
Milestone Partners IV, L.P. 2	n/a	Harvest	Private Equity Fund	n/a	$15.7M	0
Milestone Partners III, L.P. 2	n/a	Harvest	Private Equity Fund	n/a	$8.9M	0
Milestone Partners III, L.P.	n/a	Harvest	Private Equity Fund	n/a	$23.8M	0
Milestone Partners II, L.P.	n/a	Wound down	Private Equity Fund	n/a	$0	0

LP commitments

Limited partner	Fund	Commitment	Committed	Vintage
Pennsylvania Public School Employees' Retirement System	Milestone Partners Fs 2 LP	$55.8M	n/a	2019
Pennsylvania Public School Employees' Retirement System	Milestone Partners IV, L.P.	$70.0M	n/a	2011

Relationships

Firm member (1)

→ Milestone PartnersFirmAnchor adviser
factDFX's own graph

Employs (11)

→ William Scott WarrenPersonManaging Partner
Jan 1, 1995 to presentfactForm ADV
→ Emily Jeanne CooneyPersonChief Financial Officer
Sep 1, 2024 to presentfactForm ADV
→ James Cameron BillmyerPersonChief Compliance Officer
Mar 1, 2024 to presentfactForm ADV
→ John P ShoemakerPersonManaging Partner
Jan 1, 2002 to presentfactForm ADV
→ John Jay NowaczykPersonCfo & Cco, Partner
Aug 1, 2020 to Mar 31, 2022inferenceForm ADV
→ John Peter LloydPersonCfo & Cco
Dec 1, 2015 to Sep 4, 2020inferenceForm ADV
→ Eric Christian AndersenPersonPartner
Jan 1, 2011 to Mar 29, 2019inferenceForm ADV
→ Robert Glenn LevinePersonSenior Advisor
Nov 1, 2010 to Mar 29, 2018inferenceForm ADV
→ Michael Anthony ToddPersonChief Financial Officer
Feb 1, 2022 to Sep 27, 2024inferenceForm ADV
→ Brooke B. HayesPersonPartner
Jan 1, 2008 to Sep 28, 2017inferenceForm ADV
→ Kenneth Eck KummererPersonChief Financial Officer And Chief Compliance Officer
Jul 1, 2009 to Dec 24, 2015inferenceForm ADV

Manages (17)

→ Paysnap Holdings, L.L.C.FundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Milestone Partners Fs 3 Buyer LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Milestone Partners Fs 3b LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Milestone Partners Fs Aiv 3c LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Milestone Partners Fs 3a LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Milestone Fs Insure LPFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ Drive Assurance Investors LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Milestone Fs Drive LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Milestone Partners II, L.P. 2FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Milestone Partners III, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Milestone Partners III, L.P. 2FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Milestone Partners IV, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Milestone Partners IV, L.P. 2FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Milestone Partners II, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Milestone Partners IV, L.P. 3FundPrivate Equity Fund
Mar 31, 2014 to presentfactForm ADV
→ Milestone Partners Fs LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Milestone Partners Fs 2 LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV

Dated events

20 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 27, 2024
Person left
Michael Anthony Todd (Chief Financial Officer) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Sep 1, 2024
Person joined
Emily Jeanne Cooney joined Schedule A of Milestone Partners as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Mar 1, 2024
Person joined
James Cameron Billmyer joined Schedule A of Milestone Partners as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Person left
John Jay Nowaczyk (Cfo & Cco, Partner) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Feb 1, 2022
Person joined
Michael Anthony Todd joined Schedule A of Milestone Partners as Cfo & Cco
Form ADVobserved 6 days ago
Occurred
Sep 4, 2020
Person left
John Peter Lloyd (Cfo & Cco) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Aug 1, 2020
Person joined
John Jay Nowaczyk joined Schedule A of Milestone Partners as Cfo & Cco, Partner
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Person left
Eric Christian Andersen (Partner) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Mar 29, 2018
Person left
Robert Glenn Levine (Senior Advisor) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Sep 28, 2017
Person left
Brooke B. Hayes (Partner) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Dec 24, 2015
Person left
Kenneth Eck Kummerer (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of Milestone Partners
Form ADVobserved 6 days ago
Occurred
Dec 1, 2015
Person joined
John Peter Lloyd joined Schedule A of Milestone Partners as Cfo & Cco
Form ADVobserved 6 days ago
Occurred
Feb 14, 2012
Adviser first adv filing
Milestone Partners first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 20 bookkeeping events

Occurred
Mar 31, 2026
MP Next Capital: Private Equity Funds on Form ADV 15 (2024 extract) -> 13 (roster 2026-09-01)
Occurred
Mar 28, 2024
Paysnap Holdings, L.L.C. first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $17,760,000
Occurred
Mar 31, 2023
Drive Assurance Investors LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $31,450,000
Occurred
Mar 31, 2023
Milestone Fs Drive LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $62,660,000
Occurred
Mar 31, 2021
Milestone Fs Insure LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $94,500,000
Occurred
Mar 30, 2020
Milestone Partners Fs 3b LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $182,868
Occurred
Mar 30, 2020
Milestone Partners Fs Aiv 3c LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $49,021
Occurred
Mar 30, 2020
Milestone Partners Fs 3a LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $416,567
Occurred
Mar 30, 2020
Milestone Partners Fs 3 Buyer LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $811,249
Occurred
Mar 30, 2020
Milestone Partners Fs 2 LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $61,348,273
Occurred
Mar 30, 2020
Milestone Partners Fs LP first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $178,440,932
Occurred
Mar 29, 2019
Fund 805-7212054696 no longer reported on Form ADV by Milestone Partners
Occurred
Mar 29, 2019
Fund 805-6569875341 no longer reported on Form ADV by Milestone Partners
Occurred
Mar 31, 2014
Milestone Partners IV, L.P. 3 first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $2,271,086
Occurred
Feb 14, 2012
Milestone Partners II, L.P. 2 first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $19,778,375
Occurred
Feb 14, 2012
Milestone Partners II, L.P. first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $59,606,817
Occurred
Feb 14, 2012
Milestone Partners IV, L.P. 2 first reported on Form ADV by Milestone Partners (Private Equity Fund)
Occurred
Feb 14, 2012
Milestone Partners IV, L.P. first reported on Form ADV by Milestone Partners (Private Equity Fund)
Occurred
Feb 14, 2012
Milestone Partners III, L.P. 2 first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $66,497,314
Occurred
Feb 14, 2012
Milestone Partners III, L.P. first reported on Form ADV by Milestone Partners (Private Equity Fund), GAV $156,896,276

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Emily Jeanne Cooney
Chief Financial Officer · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): William Scott Warren (Managing Partner), James Cameron Billmyer (Chief Compliance Officer), John P Shoemaker (Managing Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:872400c3-bf17-41bc-9fef-9a28b7f80d56
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Milestone Partners

Private Equity

Villanova, PA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:872400c3-bf17-41bc-9fef-9a28b7f80d56

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Paysnap Holdings, L.L.C.

2024

Unknown

Private Equity Fund

n/a

$14.8M

Drive Assurance Investors LP

2023

Early deployment

Private Equity Fund

n/a

$50.7M

Milestone Fs Drive LP

2023

Early deployment

Private Equity Fund

n/a

$101M

Milestone Fs Insure LP

2021

Active deployment

Private Equity Fund

n/a

$65.3M

Milestone Partners Fs Aiv 3c LP

2020

Harvest

Private Equity Fund

n/a

Milestone Partners Fs 2 LP

2020

Harvest

Private Equity Fund

n/a

$22.3M

Milestone Partners Fs LP

2020

Harvest

Private Equity Fund

n/a

$58.0M

Milestone Partners Fs 3b LP

2020

Harvest

Private Equity Fund

n/a

$49,333

Milestone Partners Fs 3a LP

2020

Harvest

Private Equity Fund

n/a

$114,161

Milestone Partners Fs 3 Buyer LP

2020

Harvest

Private Equity Fund

n/a

$337,733

Milestone Partners IV, L.P. 3

2014

Harvest

Private Equity Fund

n/a

$354,264

Milestone Partners IV, L.P.

n/a

Harvest

Private Equity Fund

n/a

$41.1M

Milestone Partners II, L.P. 2

n/a

Wound down

Private Equity Fund

n/a

Milestone Partners IV, L.P. 2

n/a

Harvest

Private Equity Fund

n/a

$15.7M

Milestone Partners III, L.P. 2

n/a

Harvest

Private Equity Fund

n/a

$8.9M

Milestone Partners III, L.P.

n/a

Harvest

Private Equity Fund

n/a

$23.8M

Milestone Partners II, L.P.

n/a

Wound down

Private Equity Fund

n/a

Limited partner

Fund

Commitment

Committed

Vintage

Pennsylvania Public School Employees' Retirement System

Milestone Partners Fs 2 LP

$55.8M

n/a

2019

Pennsylvania Public School Employees' Retirement System

Milestone Partners IV, L.P.

$70.0M

n/a

2011