Millstone Capital Advisors, Llc
State-registered
Investment Adviser
CRD 167266
· SEC file 802-107648
· Saint Louis, MO
· WWW.MILLSTONECA.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $47.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Black Rock Holdings, Llc | Private Equity Fund | Delaware | $14.6M | 5 |
| Fsm Fund I, Lp | Private Equity Fund | Delaware | $14.6M | 45 |
| Fsm Fund Ii, Lp | Private Equity Fund | Delaware | $10.3M | 56 |
| Mca Talos, Llc | Other Private Fund | Delaware | $4.5M | 30 |
| Lc Co Invest Holdings, Lp | Private Equity Fund | Delaware | $3.4M | 18 |
| Nf Co Invest, Llc | Other Private Fund | Delaware | $0 | 10 |
| Fsm Solar Co Invest, Llc | Private Equity Fund | Delaware | $0 | 11 |
Private funds (7, $47.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Black Rock Holdings, Llc | Private Equity Fund | $14.6M | $6.9M | 5 |
| Fsm Fund I, Lp | Private Equity Fund | $14.6M | $250K | 45 |
| Fsm Fund Ii, Lp | Private Equity Fund | $10.3M | $30.0K | 56 |
| Mca Talos, Llc | Other Private Fund | $4.5M | $35.0K | 30 |
| Lc Co Invest Holdings, Lp | Private Equity Fund | $3.4M | $10.0K | 18 |
| Nf Co Invest, Llc | Other Private Fund | $0 | $10.0K | 10 |
| Fsm Solar Co Invest, Llc | Private Equity Fund | $0 | $30.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗