Form D · Residential

Prime Vista Montana CoInvest, L.P.

San Francisco, CA · CIK 0001775572

Offering snapshot reported May 8, 2019 · SEC filing

Reported sold
$55M
Offering amount: $55M
Investors reported
43
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 2, 2019
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
May 8, 2019Initial$55,000,000No comparison43SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-339103

Source: Form D, filed May 8, 2019. 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

PRIME VISTA MONTANA COINVEST, L.P.

Investment adviser: PRIME FINANCE ADVISOR, L.P.

Gross asset value
$152M
Beneficial owners
45
ADV minimum commitment
$100K

Reported in Form ADV on May 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE, LLP SAN FRANCISCO, California, United States
Custodian WELLS FARGO BANK, NA SAN FRANCISCO, California, 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

DELOITTE & TOUCHE, LLP
PCAOB 34

WELLS FARGO BANK, NA
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2106968 · May 19, 2026 · Schedule D 7.B.(1), fund 805-9458371113

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
John C. Atwater Executive, Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
50 California Street Suite 2525
San Francisco, CA, 94111