Form D · Investing

Monteris BC Holdings 5, LLC

Burlington, VT · CIK 0001820452

Offering snapshot reported Aug 15, 2022 · SEC filing

Reported sold: $29.7M
Investors reported: 19
Minimum accepted: $0
First sale: Jul 23, 2020

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.

Reported sold$25,050,000 → $29,700,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 15, 2022	Amendment	$29,700,000	$4,650,000vs Aug 16, 2021	19	SEC filing
Aug 16, 2021	Amendment	$25,050,000	No comparison	Not reported	SEC filing
Aug 17, 2020	Initial	$9,050,000	No comparison	19	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-373397

Source: Form D, filed Aug 15, 2022. 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 5 LLC

Investment adviser: BIRCHVIEW CAPITAL, LP

Gross asset value: $4.21M
Beneficial owners: 19
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 805-1801429006

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

Issuer details

Industry: Investing (See others in industry)

Address:

688 Pine Street Suite D
Burlington, VT, 05401