Form D · Other Investment Fund

Monteris BC Holdings 7, LLC

Burlington, VT · CIK 0001941594

Offering snapshot reported Aug 29, 2024 · SEC filing

Reported sold
$5.53M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.77M$5.53MSep 7, 2022: $2,530,000.00Sep 7, 2022Sep 8, 2023: $4,130,000.00Sep 8, 2023Aug 29, 2024: $5,530,000.00Aug 29, 2024

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$4,130,000 → $5,530,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 29, 2024Amendment$5,530,000$1,400,000vs Sep 8, 202314SEC filing
Sep 8, 2023Amendment$4,130,000$1,600,000vs Sep 7, 202214SEC filing
Sep 7, 2022Initial$2,530,000No comparison14SEC filing

Offering details

Securities
Pooled investment fund, Other
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
021-458211
Limited Liability Company Interests

Source: Form D, filed Aug 29, 2024. 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 7 LLC

Investment adviser: BIRCHVIEW CAPITAL, LP

Gross asset value
$3.82M
Beneficial owners
14
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 805-5984625792

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
NameReported role
N/A Birchview Capital, Lp Executive
Jack Schuler Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
688 Pine Street Suite D
Burlington, VT, 05401