Investment adviser · CRD 170534

BIRCHVIEW CAPITAL, LP

Investment adviser filing (IA)

BURLINGTON, VT, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $239M
Client accounts: 16
Employees: 6
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	Fewer than 5	$126,111,779	52.7%
Pooled investment vehicles	12	$112,279,779	47.0%
Individuals	Fewer than 5	$720,538	0.3%

Filing source

Form ADV 2077630 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

12 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BIRCHVIEW FUND LLCHedge Fund · Last reported Mar 31, 2026$97.5MGross asset value

Form D fundraising filings

Birchview Fund LLC

Fund administrator STONE COAST FUND SERVICES LLC PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH & BROWN, PC NEW YORK, New York, United States

Custodian CANADIAN IMPERIAL BANK OF COMMERCE CHICAGO, Illinois, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker BTIG, LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY PURCHASE, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH & BROWN, PC
PCAOB 100

GOLDMAN SACHS & CO. LLC
SEC 8-129

PERSHING LLC
SEC 8-17574

BTIG, LLC
CRD 122225 · SEC 8-65473

MORGAN STANLEY
CRD 149777 · SEC 8-68191

Fund details & source

Fund ID: 805-1997723712
Reported beneficial owners: 41
Minimum commitment: $1M
Form D file number: 021-214172

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTERIS BC HOLDINGS 5 LLCPrivate Equity Fund · Last reported Mar 31, 2026$4.21MGross asset value

Form D fundraising filings

Monteris BC Holdings 5, LLC

Auditor MCSOLEY MCCOY AND COMPANY SOUTH BURLINGTON, Vermont, United States

Custodian COMMUNITY BANK NA BURLINGTON, Vermont, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MCSOLEY MCCOY AND COMPANY
PCAOB 803

Fund details & source

Fund ID: 805-1801429006
Reported beneficial owners: 19
Minimum commitment: $0
Form D file number: 021-373397

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BIRCHVIEW CAPITAL VF III, LLCPrivate Equity Fund · Last reported Mar 31, 2026$4.17MGross asset value

Form D fundraising filings

Birchview Capital VF III, LLC

Auditor MCSOLEY MCCOY AND COMPANY SOUTH BURLINGTON, Vermont, United States

Custodian NORTHFIELD SAVINGS BANK WILLISTON, Vermont, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MCSOLEY MCCOY AND COMPANY
PCAOB 803

Fund details & source

Fund ID: 805-1877338134
Reported beneficial owners: 9
Minimum commitment: $0
Form D file number: 021-401662

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTERIS BC HOLDINGS 7 LLCPrivate Equity Fund · Last reported Mar 31, 2026$3.82MGross asset value

Form D fundraising filings

Monteris BC Holdings 7, LLC

Auditor MCSOLEY MCCOY AND COMPANY SOUTH BURLINGTON, Vermont, United States

Custodian COMMUNITY BANK NA BURLINGTON, Vermont, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MCSOLEY MCCOY AND COMPANY
PCAOB 803

Fund details & source

Fund ID: 805-5984625792
Reported beneficial owners: 14
Minimum commitment: $0
Form D file number: 021-458211

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTERIS BC HOLDINGS 6 LLCPrivate Equity Fund · Last reported Mar 31, 2026$2.49MGross asset value

Form D fundraising filings

Monteris BC Holdings 6, LLC

Auditor MCSOLEY MCCOY AND COMPANY SOUTH BURLINGTON, Vermont, United States

Custodian COMMUNITY BANK NA BURLINGTON, Vermont, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MCSOLEY MCCOY AND COMPANY
PCAOB 803

Fund details & source

Fund ID: 805-1476367364
Reported beneficial owners: 11
Minimum commitment: $0
Form D file number: 021-447734

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTERIS BC HOLDINGS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$18.1KGross asset value

Form D fundraising filings

Monteris BC Holdings, LLC

Auditor MCSOLEY MCCOY AND COMPANY SOUTH BURLINGTON, Vermont, United States

Custodian COMMUNITY BANK NA BURLINGTON, Vermont, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MCSOLEY MCCOY AND COMPANY
PCAOB 803

Fund details & source

Fund ID: 805-2524712018
Reported beneficial owners: 20
Minimum commitment: $0
Form D file number: 021-272760

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTERIS BC HOLDINGS 4 LLCPrivate Equity Fund · Last reported Mar 31, 2026$17.5KGross asset value

Form D fundraising filings

Monteris BC Holdings 4, LLC

Auditor MCSOLEY MCCOY AND COMPANY SOUTH BURLINGTON, Vermont, United States

Custodian COMMUNITY BANK NA BURLINGTON, Vermont, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MCSOLEY MCCOY AND COMPANY
PCAOB 803

Fund details & source

Fund ID: 805-3990896356
Reported beneficial owners: 13
Minimum commitment: $0
Form D file number: 021-363789

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

688 PINE STREET, 2ND FLOOR
BURLINGTON, VT, 05401, United States

CRD 170534

Filing source

Form ADV 2077630 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.