Form D · Other Investment Fund

Canterbury Consulting PC Fund I (B), L.P.

Newport Beach, CA · CIK 0001811500

Offering snapshot reported May 14, 2020 · SEC filing

Reported sold: $13M
Investors reported: 8
Minimum accepted: $1M
First sale: May 1, 2020

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 14, 2020	Initial	$12,975,000	No comparison	8	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-366888

Total Offering Amount reflects the aggregate of both Canterbury Consulting PC Fund I (A), L.P. and Canterbury PC Fund I (B), L.P.

Source: Form D, filed May 14, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

CANTERBURY CONSULTING PC FUND I (B), LP

Investment adviser: CANTERBURY CONSULTING INCORPORATED

Gross asset value: $58.6M
Beneficial owners: 23
ADV minimum commitment: $1M

Reported in Form ADV on May 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor FRANK, RIMERMAN CO, LLP PALO ALTO, California, United States Other funds reporting this name →

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →

Provider details

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

FRANK, RIMERMAN CO, LLP
PCAOB 1596

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$48,025,295	23	Mar 25, 2022
2022	$50,880,050	23	Mar 27, 2023
2023	$53,056,099	23	Mar 15, 2024
2024	$56,902,227	23	Mar 24, 2025
2025	$58,567,436	23	Mar 26, 2026

Filing source

Form ADV 2099941 · May 4, 2026 · Schedule D 7.B.(1), fund 805-6453128865

Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Mike Ethridge	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

610 Newport Center Drive Suite 500
Newport Beach, CA, 92660
Phone: (949) 721-9580