Form D · Investing

Monteris BC Holdings, LLC

Burlington, VT · CIK 0001687323

Offering snapshot reported Oct 18, 2016 · SEC filing

Reported sold
$24.5M
Offering amount: $24.5M
Investors reported
19
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Nov 4, 2014
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 18, 2016Initial$24,500,000No comparison19SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-272760

Source: Form D, filed Oct 18, 2016. 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, LLC

Investment adviser: BIRCHVIEW CAPITAL, LP

Gross asset value
$18.1K
Beneficial owners
20
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 805-2524712018

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
Richard Mc Cormick Executive
Jack W. Schuler Executive

Issuer details

Industry: Investing (See others in industry)

Address:
688 Pine Street Suite 6 D
Burlington, VT, 05401