Monteris Bc Note LLC
Monteris Bc Note LLC is a private equity fund organized in Delaware, United States and advised by Birchview Capital, LP. Its adviser reported $5,280 in gross assets for the fund on Form ADV, filed Oct 21, 2024. It reported 18 beneficial owners. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $5,280As reported on Form ADV
- Beneficial owners
- 18
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- Delaware, United States
- Auditor
- McSoley McCoy and Company
- Custodian
- Community Bank NA
- Adviser
- Birchview Capital, LP · Burlington, VT · CRD 170534
- Reported on
- Oct 21, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Monteris Bc Note LLC
What is the minimum investment for Monteris Bc Note LLC?
Its adviser's Form ADV, filed Oct 21, 2024, does not set a minimum investment for Monteris Bc Note LLC. The offering documents may still require one.
Who can invest in Monteris Bc Note LLC?
Monteris Bc Note LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is Monteris Bc Note LLC?
Its adviser reported $5,280 in gross assets on Form ADV filed Oct 21, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Monteris Bc Note LLC?
Monteris Bc Note LLC is advised by Birchview Capital, LP, based in Burlington, VT.
Who are Monteris Bc Note LLC's service providers?
Its Form ADV lists McSoley McCoy and Company as auditor.