# 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](https://search.stillhousedata.com/formd/0001497580-15-000001) | D/A | — | $361.4M |
| [2014-03-07](https://search.stillhousedata.com/formd/0001497580-14-000001) | D/A | — | $361.4M |
| [2013-03-07](https://search.stillhousedata.com/formd/0001497580-13-000001) | D/A | — | $362.2M |
| [2012-03-08](https://search.stillhousedata.com/formd/0001497580-12-000001) | D/A | — | $347.2M |
| [2011-03-15](https://search.stillhousedata.com/formd/0001497580-11-000001) | D/A | — | $306.0M |

## More

- [CIK 1497580 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1497580&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001497580-10-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
