Form D · Investing

Monteris BC Holdings 2, LLC

Burlington, VT · CIK 0001708056

Offering snapshot reported Jun 15, 2020 · SEC filing

Reported sold
$4.29M
Offering amount: $4.29M
Investors reported
18
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
May 17, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.14M$4.29MMay 31, 2017: $4,286,455.00May 31, 2017Jun 13, 2017: $4,286,455.00Jun 12, 2018: $4,286,455.00Jun 12, 2018Jun 12, 2019: $4,286,455.00Jun 12, 2019Jun 15, 2020: $4,286,455.00Jun 15, 2020

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 investors17 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 15, 2020Amendment$4,286,455$0vs Jun 12, 201918SEC filing
Jun 12, 2019Amendment$4,286,455$0vs Jun 12, 201817SEC filing
Jun 12, 2018Amendment$4,286,455$0vs Jun 13, 201717SEC filing
Jun 13, 2017Amendment$4,286,455$0vs May 31, 201717SEC filing
May 31, 2017Initial$4,286,455No comparison19SEC 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
021-287743

Source: Form D, filed Jun 15, 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 2, LLC

Investment adviser: BIRCHVIEW CAPITAL, LP

Gross asset value
$583
Beneficial owners
18
ADV minimum commitment
$10K

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 805-5214644073

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
Matthew Strobeck Executive

Issuer details

Industry: Investing (See others in industry)

Address:
688 Pine Street Suite 2 D
Burlington, VT, 05401