Form D · Other

Monterey Receivables Funding, LLC

Oceanside, CA · CIK 0001576755

Offering snapshot reported Aug 27, 2026 · SEC filing

Reported sold
$27.4M
Offering amount: $50M
Investors reported
83
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 10, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.7M$27.4MMay 14, 2013: $3,800,000.00May 14, 2013Oct 10, 2014: $7,435,000.00Aug 9, 2018: $20,055,000.00Jul 31, 2019: $17,960,000.00Jul 29, 2020: $15,435,000.00Aug 25, 2023: $16,455,000.00Aug 15, 2024: $19,424,000.00Dec 5, 2025: $22,071,000.00Aug 27, 2026: $27,396,000.00Aug 27, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$22,071,000 → $27,396,000
  • Reported investors66 → 83

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 27, 2026Amendment$27,396,000$5,325,000vs Dec 5, 202583SEC filing
Dec 5, 2025Amendment$22,071,000$2,647,000vs Aug 15, 202466SEC filing
Aug 15, 2024Amendment$19,424,000$2,969,000vs Aug 25, 202371SEC filing
Aug 25, 2023Amendment$16,455,000$1,020,000vs Jul 29, 202066SEC filing
Jul 30, 2021Amendment$13,585,000No comparisonNot reportedSEC filing
Jul 29, 2020Amendment$15,435,000-$2,525,000vs Jul 31, 201969SEC filing
Jul 31, 2019Amendment$17,960,000-$2,095,000vs Aug 9, 201874SEC filing
Aug 9, 2018Amendment$20,055,000$12,620,000vs Oct 10, 201481SEC filing
Oct 10, 2014Amendment$7,435,000$3,635,000vs May 14, 201367SEC filing
May 14, 2013Initial$3,800,000No comparison31SEC filing

Offering details

Securities
Debt
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$5K (estimated)
Finders' fees
$0
Form D file number
021-196444

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MFN CapitalNoneMetis Financial Network, Inc.

Source: Form D, filed Aug 27, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
NameReported role
Michael Axelrod Director
Christopher Hughes Director
Shaun Lucas Director
Kathyleen Steinke Director
Robert C. Steinke Director
Kevin Weiss Executive
Gabriel Wisdom Director

Issuer details

Industry: Other (See others in industry)

Address:
4095 Avenida De La Plata
Oceanside, CA, 92056