Form D · Investing

Monteris BC Holdings 3, LLC

Burlington, VT · CIK 0001755277

Offering snapshot reported Oct 2, 2020 · SEC filing

Reported sold: $6.55M
Investors reported: 18
Minimum accepted: $0
First sale: Aug 31, 2018

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 2, 2020	Amendment	$6,552,432	$0vs Oct 4, 2019	18	SEC filing
Oct 4, 2019	Amendment	$6,552,432	$4,147,474vs Oct 10, 2018	18	SEC filing
Oct 10, 2018	Initial	$2,404,958	No comparison	17	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: 021-323191

Source: Form D, filed Oct 2, 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

MONTERIS BC HOLDINGS 3, LLC

Investment adviser: BIRCHVIEW CAPITAL, LP

Gross asset value: $2.33K
Beneficial owners: 18
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2077630 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5286152923

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; 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
N/A Birchview Capital Lp	Executive
Jack Schuler	Executive
Matthew Strobeck	Executive

Issuer details

Industry: Investing (See others in industry)

Address:

688 Pine Street
Burlington, VT, 05401