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RIA / WealthPrivate fundprivate equity fund3(c)(1)

MILESTONE PARTNERS IV, L.P. 3

advised by MP NEXT CAPITAL

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:423b4e9c-052a-243a-36b9-62bc40ec44e6

Data as of Sep 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2014 to Sep 27, 2024
18 observations

Across DFX

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

Private Equityidentity

Milestone Partners IV, L.P. 3

Private equity fund · shared adv fund id

Facts

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

Adviser: MP NEXT CAPITALCRD 159904
Fund type: Private Equity Fund
Latest reported GAV: $354,264gross asset value on Schedule D 7.B(1), as of 2024-09-27; never fund size
Peak reported GAV: $2.3M
Beneficial owners: 21
Minimum investment: $5.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-161166an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 31, 2014
Last reported: Sep 27, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 18
Fund id: 805-5296226702

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 27, 2024	$354,264	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Apr 29, 2024	$354,264	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 28, 2024	$354,264	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Jun 26, 2023	$386,446	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 31, 2023	$386,446	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 31, 2022	$591,898	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 31, 2021	$990,253	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Sep 4, 2020	$1.1M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 30, 2020	$1.1M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 29, 2019	$2.2M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 29, 2018	$2.1M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Sep 28, 2017	$2.3M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 24, 2017	$2.3M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
May 17, 2016	$2.0M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 29, 2016	$2.0M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Dec 24, 2015	$2.1M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 31, 2015	$2.1M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3
Mar 31, 2014	$2.3M	21	$5.0M	0.0%	yes	MILESTONE PARTNERS IV, L.P. 3

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CITIZENS PRIVATE BANK & TRUST	CITIZENS PRIVATE BANK & TRUST	Providence	Rhode Island	United States	no	n/a
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← MP NEXT CAPITALRegistered adviserPrivate Equity Fund, IA
Mar 31, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:423b4e9c-052a-243a-36b9-62bc40ec44e6
First observed: Mar 31, 2014
Last observed: Sep 27, 2024 24 months ago
Source families: Federal regulator filings
1 registered feed 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 IV, L.P. 3

advised by MP NEXT CAPITAL

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:423b4e9c-052a-243a-36b9-62bc40ec44e6

Data as of Sep 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 27, 2024

$354,264

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Apr 29, 2024

$354,264

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 28, 2024

$354,264

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Jun 26, 2023

$386,446

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 31, 2023

$386,446

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 31, 2022

$591,898

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 31, 2021

$990,253

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Sep 4, 2020

$1.1M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 30, 2020

$1.1M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 29, 2019

$2.2M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 29, 2018

$2.1M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Sep 28, 2017

$2.3M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 24, 2017

$2.3M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

May 17, 2016

$2.0M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 29, 2016

$2.0M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Dec 24, 2015

$2.1M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 31, 2015

$2.1M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Mar 31, 2014

$2.3M

$5.0M

0.0%

yes

MILESTONE PARTNERS IV, L.P. 3

Custodian

Legal name

City

State

Country

Related person

SEC number

CITIZENS PRIVATE BANK & TRUST

Providence

Rhode Island

United States

n/a

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a