PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:57 AM ET

Sponsor Check › Sponsor group

BH

Birch Hill

One sponsor team, 8 deal companies · Toronto, Ontario, Canada (as filed: A6)

Grouped because: 17 shared people, 2 shared management entities, same business address (5 issuers), similar issuer names (7) (automatic match from the filings) · not the same sponsor?

8deal companies
$3.45Breported sold
182investors
13Form D filings
2009–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 7, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Birch Hill is a sponsor group of 8 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address, same person name on both filings; automatic match from the filings), filing 13 Form D filings between Nov 2009 and Oct 2026.

What this means One team, 8 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $3.45B to 182 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (7), "Other" (1). Issuers are based in Ontario, Canada (as filed: A6) (7), Quebec, Canada (as filed: A8) (1).

What this means $3.45B raised across the group, about $18.9M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: David G. Samuel (8 issuers, executive officer, director, and promoter), Matthew Kunica (7 issuers, executive officer, director, and promoter), Michael J. Salamon (7 issuers, executive officer, director, and promoter), Peter Zissis (7 issuers, executive officer), Stephen J. Dent (7 issuers, executive officer, director, and promoter) and 30 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Oct 7, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: BIRCH HILL EQUITY PARTNERS.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 6 court cases matching the name, 7 bankruptcy cases matching the name listed in Key records below.

What this means 13 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 13 public filings for Birch Hill and found 15 differences, 2 worth asking the sponsor about: Paid seller listed without a CRD number: Cafa Corporate Finance / Cafa Financement Corporatif; WILLIAM A. LAMBERT is no longer listed on the Aug 18, 2010 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Birch Hill has not run yet — it is joining a line of 2,478 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

6 cases: 1 open, 4 closed (disposition not in docket feed), 1 dismissed

BIRCH HILL REAL ESTATE, LLC v. BRESLIN open matched at sponsor-group level (Birch Hill)
District Court, D. New Jersey · No. 2:25-cv-12053 · Filed Jun 23, 2025 · Nature of suit: 890 Other Statutory Actions · Cause: 28:2201 Constitutionality of State Statute(s)
Role of BIRCH HILL REAL ESTATE, LLC: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Mistral Aviation, LLC v. BIRCH HILL REAL ESTATE LLC closed matched at sponsor-group level (Birch Hill)
District Court, S.D. Florida · No. 9:22-cv-81934 · Filed Dec 16, 2022 · Closed Dec 16, 2022
Role of BIRCH HILL REAL ESTATE LLC: Defendant · Outcome: Terminated 2022-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
MISTRAL AVIATION, LLC v. BIRCH HILL REAL ESTATE LLC closed matched at sponsor-group level (Birch Hill)
District Court, S.D. Florida · No. 9:22-cv-81940 · Filed Dec 16, 2022 · Closed Mar 2, 2023
Role of BIRCH HILL REAL ESTATE LLC: Defendant · Outcome: Terminated 2023-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Birch Hill Real Estate LLC v. Breslin closed matched at sponsor-group level (Birch Hill)
District Court, E.D. Wisconsin · No. 2:19-cv-00426 · Filed Mar 25, 2019 · Closed Sep 10, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1446 Petition for Removal
Role of Birch Hill Real Estate LLC: Plaintiff · Outcome: Terminated 2019-09-10 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
Midcap Funding XLII Trust v. Birch Hill Real Estate, LLC dismissed matched at sponsor-group level (Birch Hill)
District Court, E.D. Wisconsin · No. 1:19-cv-00376 · Filed Mar 13, 2019 · Closed Nov 6, 2019 · Nature of suit: 220 Real Property: Foreclosure · Cause: 28:1332 Diversity-Contract Default
Role of Birch Hill Real Estate, LLC: Defendant · Outcome: Terminated 2019-11-06 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
MADISON CROSSING AT BIRCH HILL CONDOMINIUM ASSOCIATION, INC. v. MADISON CROSSING AT BIRCH HILL, LLC closed matched at sponsor-group level (Birch Hill)
District Court, D. New Jersey · No. 3:17-cv-03981 · Filed Jun 2, 2017 · Closed Aug 24, 2018 · Nature of suit: 422 Bankruptcy Appeal (801) · Cause: 28:0158 Notice of Appeal re Bankruptcy Matter (BA
Role of MADISON CROSSING AT BIRCH HILL CONDOMINIUM ASSOCIATION, INC. v. MADISON CROSSING AT BIRCH HILL, LLC: Party · Outcome: Terminated 2018-08-24 — FJC Integrated Database disposition: Appeal affirmed (magistrate judge) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Birch Hill..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

7 cases: 7 closed (disposition not in docket feed)

Carickhoff v. Birch Hill Inc. closed matched at sponsor-group level (Birch Hill)
United States Bankruptcy Court, D. Delaware · No. 21-50468 · Filed May 17, 2021 · Closed Jun 4, 2021 · Nature of suit: 12 Recovery of money/property - 547 preference; 14 Recovery of money/property - other
Role of Birch Hill Inc.: Defendant · Outcome: Case closed 2021-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in DE (not the issuer's state)
Jalbert v. Birch Hill Advisory Services, LLC closed matched at sponsor-group level (Birch Hill)
United States Bankruptcy Court, S.D. New York · No. 12-01847 · Filed Aug 17, 2012 · Closed May 27, 2015
Role of Birch Hill Advisory Services, LLC: Defendant · Outcome: Case closed 2015-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Horizons at Birch Hill, LLC closed matched at sponsor-group level (Birch Hill)
United States Bankruptcy Court, D. New Jersey · No. 06-19767 · Filed Oct 10, 2006 · Closed Oct 15, 2008
Role of Horizons at Birch Hill, LLC: Party · Outcome: Case closed 2008-10-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
BIRCH HILL HEALTHCARE CENTER INC closed
United States Bankruptcy Court, D. Minnesota · No. 00-41862 · Filed Apr 11, 2000 · Closed May 30, 2002
Role of BIRCH HILL HEALTHCARE CENTER INC: Party · Outcome: Case closed 2002-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MN (not the issuer's state)
Birch Hill Management Inc closed
United States Bankruptcy Court, E.D. New York · No. 1-00-12817 · Filed Mar 17, 2000 · Closed Jun 1, 2001
Role of Birch Hill Management Inc: Party · Outcome: Case closed 2001-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Edwards v. Birch Hill Leasing Co. closed
United States Bankruptcy Court, D. New Jersey · No. 93-2745 · Filed Nov 22, 1993 · Closed Feb 6, 1995
Role of Edwards v. Birch Hill Leasing Co.: Party · Outcome: Case closed 1995-02-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
West Mountain Sales, Inc. v. Birch Hill Ski Resort closed matched at sponsor-group level (Birch Hill)
United States Bankruptcy Court, N.D. New York · No. 88-01101 · Filed Jul 29, 1988 · Closed Nov 28, 1988
Role of West Mountain Sales, Inc. v. Birch Hill Ski Resort: Party · Outcome: Case closed 1988-11-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

15 differences found between the filings for Birch Hill — 2 worth asking about (compared 13 filings on Oct 24, 2026)

Worth asking · May 11, 2022

Paid seller listed without a CRD number: Cafa Corporate Finance / Cafa Financement Corporatif — BH Polycor Holding Inc.

Cafa Corporate Finance / Cafa Financement Corporatif is listed as receiving sales compensation on 1 filing (May 11, 2022) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · May 11, 2022 ↗BrokerCheck search: Cafa Corporate Finance / Cafa Financement Corporatif ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
Worth asking · Nov 25, 2009 – Aug 18, 2010

WILLIAM A. LAMBERT is no longer listed on the Aug 18, 2010 amendment — Birch Hill Equity Partners (US) IV, LP

WILLIAM A. LAMBERT appears on the Nov 25, 2009 Form D (executive officer) but not on the Aug 18, 2010 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Nov 25, 2009 ↗Form D/A · Aug 18, 2010 ↗WILLIAM A. LAMBERT — PartnerFacts page ↗Birch Hill Equity Partners (US) IV, LP — PartnerFacts page ↗
Sources
Note · May 11, 2022 – Nov 14, 2024

Christopher Voorpostel's role changed at BH Polycor Holding Inc.: executive officer → executive officer, director

The May 11, 2022 filing lists Christopher Voorpostel as executive officer; the Nov 14, 2024 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · May 11, 2022 ↗Form D · Nov 14, 2024 ↗Christopher Voorpostel — PartnerFacts page ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
Note · Oct 22, 2019 – Feb 26, 2020

Offering amount changed between filings — Birch Hill Equity Partners (Global) VI, LP

The Oct 22, 2019 filing says an indefinite amount offered; the Feb 26, 2020 Form D/A says $922,978,875.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Oct 22, 2019 ↗Form D/A (later) · Feb 26, 2020 ↗Birch Hill Equity Partners (Global) VI, LP — PartnerFacts page ↗
Sources
Note · Mar 30, 2015 – Dec 24, 2015

Offering amount changed between filings — BIRCH HILL EQUITY PARTNERS (US) V, LP

The Mar 30, 2015 filing says $1,000,000,000 offered; the Dec 24, 2015 Form D/A says $1,293,385,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Mar 30, 2015 ↗Form D/A (later) · Dec 24, 2015 ↗BIRCH HILL EQUITY PARTNERS (US) V, LP — PartnerFacts page ↗
Sources
Note · Aug 18, 2010 – Feb 8, 2011

Offering amount changed between filings — Birch Hill Equity Partners (US) IV, LP

The Aug 18, 2010 filing says $805,458,164 offered; the Feb 8, 2011 Form D/A says $1,098,517,002.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Aug 18, 2010 ↗Form D/A (later) · Feb 8, 2011 ↗Birch Hill Equity Partners (US) IV, LP — PartnerFacts page ↗
Sources
Note · Aug 9, 2024 – Aug 13, 2024

No amendment in the last 12 months on an offering that may still be open — BH Viridian Co-Invest LP (latest filing Aug 13, 2024)

The latest filing for this offering is dated Aug 13, 2024 (first sale Aug 9, 2024). It reports $197,536,953 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Aug 13, 2024 ↗BH Viridian Co-Invest LP — PartnerFacts page ↗
Sources
Note · Mar 31, 2015 – Dec 24, 2015

No amendment in the last 12 months on an offering that may still be open — BIRCH HILL EQUITY PARTNERS (US) V, LP (latest filing Dec 24, 2015)

The latest filing for this offering is dated Dec 24, 2015 (first sale Mar 31, 2015). It reports $1,282,960,000 sold of $1,293,385,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Dec 24, 2015 ↗BIRCH HILL EQUITY PARTNERS (US) V, LP — PartnerFacts page ↗
Sources
Note · Nov 11, 2009 – Feb 8, 2011

No amendment in the last 12 months on an offering that may still be open — Birch Hill Equity Partners (US) IV, LP (latest filing Feb 8, 2011)

The latest filing for this offering is dated Feb 8, 2011 (first sale Nov 11, 2009). It reports $1,041,643,781 sold of $1,098,517,002 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Feb 8, 2011 ↗Birch Hill Equity Partners (US) IV, LP — PartnerFacts page ↗
Sources
Note · Nov 25, 2009 – Aug 13, 2024

7 people are written more than one way across the filings

Pierre J. Schuurmans is written 2 different ways on the filings · John T. Loh is written 2 different ways on the filings · John B. MacIntyre is written 2 different ways on the filings · Stephen J. Dent is written 2 different ways on the filings · David G. Samuel is written 2 different ways on the filings · and 2 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Nov 25, 2009 ↗Form D · Aug 13, 2024 ↗Pierre J. Schuurmans — PartnerFacts page ↗John T. Loh — PartnerFacts page ↗
Sources
Note · May 11, 2022 – Nov 14, 2024

Address moved from Toronto, Ontario, Canada (as filed: A6) to Quebec, Quebec, Canada (as filed: A8) — BH Polycor Holding Inc.

The people listed on the May 11, 2022 filing give Toronto, Ontario, Canada (as filed: A6); on the Nov 14, 2024 filing they give Quebec, Quebec, Canada (as filed: A8).

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · May 11, 2022 ↗Form D · Nov 14, 2024 ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
Note · May 11, 2022

Formed in 2024 per the latest filing, but activity is dated 2022 — BH Polycor Holding Inc.

The issuer's latest filing says it was formed in 2024. The May 11, 2022 filing says the first sale was Apr 29, 2022 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · May 11, 2022 ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
Note · Feb 8, 2011 – Oct 7, 2026

Member companies were formed in 2 different states

Ontario, Canada (7), Canada (Federal Level) (1) — out of 8 member issuers. The odd ones out: BH Polycor Holding Inc. (Canada (Federal Level)).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Birch Hill — sponsor group page ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
Note · Feb 8, 2011 – Oct 7, 2026

Member companies list addresses in 2 different states

Ontario, Canada (as filed: A6) (7), Quebec, Canada (as filed: A8) (1).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Birch Hill — sponsor group page ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
Note · May 11, 2022 – Nov 14, 2024

Issuer used a different name before — BH Polycor Holding Inc.

SEC records list prior names for this filer: 13842380 Canada Inc.. The current name on file is "BH Polycor Holding Inc.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗BH Polycor Holding Inc. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

3 of 9 offerings report sales commissions totalling $9,572,600; 1 reports finder's fees totalling $28,250; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 7, 2026 D
BH Titan Co-Invest LP
File 021-600371
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2025 D
BH Regal Co-Invest LP
File 021-559221
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2025 D
Birch Hill Equity Partners (Global) VII, LP
File 021-542660
$0 (est.)$0 (est.)$0Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Nov 14, 2024 D
BH Polycor Holding Inc.
File 021-529382
$0$0$0
In the ordinary course of business, the issuer may use some of the proceeds of the offering to pay salaries to certain of its executive officers and directors.
None listed on this filingEDGAR ↗
Aug 13, 2024 D
BH Viridian Co-Invest LP
File 021-521415
$0$0$0None listed on this filingEDGAR ↗
May 11, 2022 D
BH Polycor Holding Inc.
File 021-445293
$0$28,250$0Cafa Corporate Finance / Cafa Financement Corporatif no CRD number reportedEDGAR ↗
Feb 26, 2020 D/A
Birch Hill Equity Partners (Global) VI, LP
File 021-351632
$4,138,750 (est.)$0 (est.)$0Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Dec 24, 2015 D/A
BIRCH HILL EQUITY PARTNERS (US) V, LP
File 021-236887
$4,433,850 (est.)$0$0
Proceeds to be used for working capital, distributions to the general partner and investments.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗
via Timothy O'Gara (CRD 2640600 ↗)
EDGAR ↗
Feb 8, 2011 D/A
Birch Hill Equity Partners (US) IV, LP
File 021-136431
$1,000,000$0$0
Proceeds to be used for working capital, management fee and investments.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗
via Brian Timothy O'Gara (CRD 2640600 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 8 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Birch Hill in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BH Birch Hill Equity Partners (US) IV, LPshared people, shared management entity, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund3$1,041,643,78173No minimum reported2009–2011
EDGAR ↗BH BIRCH HILL EQUITY PARTNERS (US) V, LPshared people, shared management entity, same business address, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund2$1,282,960,000
offering $1,293,385,000 · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗BH Birch Hill Equity Partners (Global) VI, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesToronto, Ontario, Canada (as filed: A6)Pooled Investment Fund2$922,978,875
offering $922,978,875 · similar: $155,000–$5,250,000
49
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗BP BH Polycor Holding Inc.shared people, same person name on both filingsQuebec, Quebec, Canada (as filed: A8)Other2$3,920,179
offering $50,000 · similar: $500,000–$7,000,000
11
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2024
EDGAR ↗BV BH Viridian Co-Invest LPshared people, same person name on both filings, shared management entity, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund1$197,536,953
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗BH Birch Hill Equity Partners (Global) VII, LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗BR BH Regal Co-Invest LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗BT BH Titan Co-Invest LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 7, 2026BH Titan Co-Invest LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 30, 2025BH Regal Co-Invest LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 1, 2025Birch Hill Equity Partners (Global) VII, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 14, 2024BH Polycor Holding Inc.DOther$50,000$50,000
EDGAR ↗Aug 13, 2024BH Viridian Co-Invest LPDPooled Investment FundIndefinite$197,536,953
EDGAR ↗May 11, 2022BH Polycor Holding Inc.DOther$3,920,179$3,920,179
EDGAR ↗Feb 26, 2020Birch Hill Equity Partners (Global) VI, LPD/APooled Investment Fund$922,978,875$922,978,875
EDGAR ↗Oct 22, 2019Birch Hill Equity Partners (Global) VI, LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 24, 2015BIRCH HILL EQUITY PARTNERS (US) V, LPD/APooled Investment Fund$1,293,385,000$1,282,960,000
EDGAR ↗Mar 30, 2015BIRCH HILL EQUITY PARTNERS (US) V, LPDPooled Investment Fund$1,000,000,000$0
EDGAR ↗Feb 8, 2011Birch Hill Equity Partners (US) IV, LPD/APooled Investment Fund$1,098,517,002$1,041,643,781
EDGAR ↗Aug 18, 2010Birch Hill Equity Partners (US) IV, LPD/APooled Investment Fund$805,458,164$695,121,492
EDGAR ↗Nov 25, 2009Birch Hill Equity Partners (US) IV, LPDPooled Investment Fund$805,458,164$373,023,510

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 7, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2019), Other (2022), Pooled Investment Fund (2024), Other (2024). Latest offering: Pooled Investment Fund (2025–2026; most recent Oct 7, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
DS David G. SamuelExecutive Officer, Director, Promoter8Nov 25, 2009 → Oct 7, 2026
MS Michael J. SalamonExecutive Officer, Director, Promoter7Nov 25, 2009 → Oct 7, 2026
MK Matthew KunicaExecutive Officer, Director, Promoter7Nov 25, 2009 → Oct 7, 2026
SD Stephen J. DentExecutive Officer, Director, Promoter7Nov 25, 2009 → Oct 7, 2026
PZ Peter ZissisExecutive Officer7Nov 25, 2009 → Oct 7, 2026
PD Patrick DuncanExecutive Officer, Director6Oct 22, 2019 → Oct 7, 2026
PS Pierre J. SchuurmansExecutive Officer6Nov 25, 2009 → Sep 30, 2025
NM Neil McCarronExecutive Officer5Oct 22, 2019 → Oct 7, 2026
BH Birch Hill Equity Partners Management Inc. entityPromoter, Executive Officer5Oct 22, 2019 → Oct 7, 2026
CV Christopher VoorpostelExecutive Officer, Director5May 11, 2022 → Oct 7, 2026
JL John T. LohExecutive Officer5Nov 25, 2009 → Apr 1, 2025
SM Sean MakinsExecutive Officer4Aug 13, 2024 → Oct 7, 2026
NB Nicholas BigelowExecutive Officer4Aug 13, 2024 → Oct 7, 2026
AW Anna WuExecutive Officer4Aug 13, 2024 → Oct 7, 2026
JM John B. MacIntyreExecutive Officer, Director, Promoter4Nov 25, 2009 → Aug 13, 2024
TS Thecla E. SweeneyExecutive Officer, Promoter3Nov 25, 2009 → Feb 26, 2020
PH Paul R. HenryExecutive Officer2Nov 25, 2009 → Dec 24, 2015
IS , Issuer's General Partner Birch Hill Equity Partners Management Inc. entityExecutive Officer2Nov 25, 2009 → Dec 24, 2015
MM Michael MazanExecutive Officer2Nov 25, 2009 → Dec 24, 2015
ML Melissa LiExecutive Officer1Oct 7, 2026 → Oct 7, 2026
JL Joshua LundyExecutive Officer1Oct 7, 2026 → Oct 7, 2026
PS Pierre SchuumansExecutive Officer1Oct 7, 2026 → Oct 7, 2026
AP Anthony PaganoExecutive Officer1Nov 14, 2024 → Nov 14, 2024
MH Maysa HabelrihDirector1Nov 14, 2024 → Nov 14, 2024
MR Max RoganExecutive Officer1Nov 14, 2024 → Nov 14, 2024
BM Brian McManusDirector1Nov 14, 2024 → Nov 14, 2024
FL Felix-Etienne LebelExecutive Officer1Oct 22, 2019 → Feb 26, 2020
AF Andrew FortierExecutive Officer1Oct 22, 2019 → Feb 26, 2020
SH Stacey HoisakExecutive Officer1Mar 30, 2015 → Dec 24, 2015
IR Irfhan RawjiExecutive Officer1Nov 25, 2009 → Feb 8, 2011
JW Joseph P. WileyExecutive Officer, Director, Promoter1Nov 25, 2009 → Feb 8, 2011
WS William C. StevensExecutive Officer1Nov 25, 2009 → Feb 8, 2011
LE Lori A.E. EvansExecutive Officer1Nov 25, 2009 → Feb 8, 2011
BR Bryan RoccoExecutive Officer1Nov 25, 2009 → Feb 8, 2011
WL WILLIAM A. LAMBERTExecutive Officer1Nov 25, 2009 → Nov 25, 2009

Adviser registration (Form ADV)

BIRCH HILL EQUITY PARTNERS (legal name: BIRCH HILL EQUITY PARTNERS MANAGEMENT INC.) — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Apr 2, 2018 · SEC file 802-113113 · Main office: TORONTO · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): WWW.BIRCHHILLEQUITY.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 17, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser legal name, no state to compare · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Birch Hill as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Birch Hill's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #294,667 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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