Form D · Investing

Monteris BC Note, LLC

Burlington, VT · CIK 0001691443

Offering snapshot reported Jan 31, 2017 · SEC filing

Reported sold
$6.16M
Offering amount: $6.16M
Investors reported
17
Form D · investor count
Minimum accepted
$5.52K
Reported outside-investor minimum
First sale
Nov 10, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.08M$6.16MDec 6, 2016: $4,880,273.00Dec 6, 2016Jan 31, 2017: $6,162,745.00Jan 31, 2017

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$4,880,273 → $6,162,745
  • Minimum accepted$14,373 → $5,516

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 31, 2017Amendment$6,162,745$1,282,472vs Dec 6, 201617SEC filing
Dec 6, 2016Initial$4,880,273No comparison17SEC 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
021-275711

Source: Form D, filed Jan 31, 2017. 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 NOTE LLC

Investment adviser: BIRCHVIEW CAPITAL, LP

Gross asset value
$220
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 805-9434875826

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