Monterey Investors LLC — Form D

Monterey Investors LLC of SAN FRANCISCO, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2010-08-03. $256.0M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2010-08-03
Form: D
Accession: 0001497580-10-000001
Industry: Pooled Investment Fund
Exemptions: 06, 3C, 3C.7
Amount sold: $256.0M
Minimum investment: $15K
Investors: 7
Date of first sale: 2010-04-01
Security types: fund interests
SEC file number: 021-145849

Issuer

Name: Monterey Investors LLC
CIK: 0001497580
Entity type: Limited Liability Company
Jurisdiction: DELAWARE
Incorporated: 2009
Address: PIER 5, THE EMBARCADERO, SAN FRANCISCO, CA, 94111
Phone: 4153995330

Officers, directors & promoters (5)

Name	Role	Location
Alex Magaro	Executive Officer	GREENWICH, CT
Laura Baxter-Simons	Executive Officer	SAN FRANCISCO, CA
Nathaniel Simons	Executive Officer	SAN FRANCISCO, CA
Mark Mindich	Executive Officer	GREENWICH, CT
David Zierk	Executive Officer	SAN FRANCISCO, CA

Other filings by this issuer (5)

Filed	Form	Offering	Sold
2015-03-09	D/A	—	$361.4M
2014-03-07	D/A	—	$361.4M
2013-03-07	D/A	—	$362.2M
2012-03-08	D/A	—	$347.2M
2011-03-15	D/A	—	$306.0M

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