Form D · Venture Capital Fund

Monta Vista Capital II, L.P.

Burlingame, CA · CIK 0001711959

Offering snapshot reported Jul 28, 2020 · SEC filing

Reported sold: $14.8M
Investors reported: 30
Minimum accepted: $0
First sale: Jul 24, 2017

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 30

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 28, 2020	Amendment	$14,793,814	No comparison	30	SEC filing
Jul 21, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-291308

Source: Form D, filed Jul 28, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MONTA VISTA CAPITAL II, L.P.

Investment adviser: MONTA VISTA CAPITAL MANAGEMENT, LLC

Gross asset value: $43M
Beneficial owners: 36
ADV minimum commitment: $25K

Reported in Form ADV on Feb 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ESHARES, INC. DBA CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MOSS ADAMS CAMPBELL, California, United States

Provider details

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

MOSS ADAMS
PCAOB 659

Filing source

Form ADV 2047976 · Feb 10, 2026 · Schedule D 7.B.(1), fund 805-5379910591

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Monta Vista Capital, L.P.	May 23, 2014	Yet to sell	0
Monta Vista Capital II, L.P. (this fund)	Jul 28, 2020	$14,793,814	30
Monta Vista Capital III, L.P.	Sep 14, 2021	$33,655,000	Not reported

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
N/A N/A Monta Vista Capital Gp Ii, Llc	Director
Venktesh Shukla	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1350 Old Bayshore Highway #920 C/O Greenough Consulting Group
Burlingame, CA, 94010