Form D · Other Investment Fund

Mountain Research Fund, L.P.

New York, NY · CIK 0001783874

Offering snapshot reported Jul 30, 2020 · SEC filing

Reported sold: $300M
Investors reported: 1
Minimum accepted: $0
First sale: Jun 3, 2019

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 30, 2020	Amendment	$300,000,000	$0vs Jul 30, 2019	1	SEC filing
Jul 30, 2020	Amendment	$300,000,000	$0vs Jul 30, 2019	1	SEC filing
Jul 30, 2019	Initial	$300,000,000	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: Not reported

Source: Form D, filed Jul 30, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

MOUNTAIN RESEARCH FUND, L.P.

Investment adviser: BLACKROCK FINANCIAL MANAGEMENT, INC

Gross asset value: $345M
Beneficial owners: 2
ADV minimum commitment: $0

Reported in Form ADV on Aug 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE LLP PHILADELPHIA, Pennsylvania, United States Other funds reporting this name →

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer BLACKROCK INVESTMENTS, LLC NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

BLACKROCK INVESTMENTS, LLC
CRD 38642 · SEC 8-48436

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$351,571,159	2	Mar 30, 2022
2022	$354,087,991	2	Mar 30, 2023
2023	$344,578,818	2	Mar 28, 2024
2024	$344,578,818	2	Mar 31, 2025
2025	$344,573,689	2	Mar 31, 2026

Filing source

Form ADV 2128806 · Aug 27, 2026 · Schedule D 7.B.(1), fund 805-2998302721

Reported by BLACKROCK FINANCIAL MANAGEMENT, INC (CRD 107105).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Jim Barry	Executive
Pam Chan	Executive
Robert Karnes	Executive
James Keenan	Executive
Russell Steenberg	Executive
Mark Wiseman	Executive
Mark Woolley	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

55 East 52 Nd Street
New York, NY, 10055
Phone: 212-810-3500