Ownership stake · Activity not yet classified

Milrose Consultants

Transaction overview

Reported completed

Source published:

Exact closing date not established.

An embedded June 3, 2026 release reports Southfield’s partnership and ownership of Milrose beginning in 2019. The exact investment day, stake and amount were not provided. The separate 2023 continuation-vehicle liquidity transaction is preserved as context, not conflated with the initial ownership investment.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Southfield Capital Announces the Sale of Milrose Consultants ↗

    Official firm website · Published Jun 3, 2026

    An embedded June 3, 2026 release reports Southfield’s partnership and ownership of Milrose beginning in 2019. The exact investment day, stake and amount were not provided. The separate 2023 continuation-vehicle liquidity transaction is preserved as context, not conflated with the initial ownership investment.

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Milrose Consultants · RIA Monitor