Form D · Venture Capital Fund

Monta Vista Capital, L.P.

Cupertino, CA · CIK 0001606602

Offering snapshot reported May 23, 2014 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

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 23, 2014	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: 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: 021-217972

Source: Form D, filed May 23, 2014. 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, L.P.

Investment adviser: MONTA VISTA CAPITAL MANAGEMENT, LLC

Gross asset value: $30.2M
Beneficial owners: 49
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 LLP 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 LLP
PCAOB 659

Filing source

Form ADV 2047976 · Feb 10, 2026 · Schedule D 7.B.(1), fund 805-7122255105

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. (this fund)	May 23, 2014	Yet to sell	0
Monta Vista Capital II, L.P.	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, Llc	Director
Venktesh Shukla	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

22777 San Juan Road
Cupertino, CA, 95014