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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:48 AM ET

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David G. Samuel

Named as an officer, director or promoter on SEC Form D filings · Ontario, Canada (as filed: A6), British Columbia, Canada (as filed: A1), Quebec, Canada (as filed: A8) · Nov 25, 2009 → Feb 26, 2020

10deals (issuers)
$3.45Breported sold
429investors
14Form D filings
2009–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:20 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David G. Samuel is listed as an executive officer, director, and promoter on 14 SEC Form D filings by 10 issuers between Nov 2009 and Oct 2026. Largest by amount reported sold: BIRCH HILL EQUITY PARTNERS (US) V, LP (Toronto, Ontario, Canada (as filed: A6) — pooled investment fund — 2015; $1.28B reported sold to 21 investors), Birch Hill Equity Partners (US) IV, LP (Toronto, Ontario, Canada (as filed: A6) — pooled investment fund — 2009–2011; $1.04B reported sold to 73 investors), Birch Hill Equity Partners (Global) VI, LP (Toronto, Ontario, Canada (as filed: A6) — pooled investment fund — 2019–2020; $923M reported sold to 49 investors), BH Viridian Co-Invest LP (Toronto, Ontario, Canada (as filed: A6) — pooled investment fund — 2024; $197.5M reported sold to 28 investors), BH Polycor Holding Inc. (Quebec, Quebec, Canada (as filed: A8) — industry reported as "Other" — 2024; $3.92M reported sold to 11 investors) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $3.45B sold in total.

Listed alongside Matthew Kunica (11 shared filings), Michael J. Salamon (11 shared filings), Peter Zissis (11 shared filings), Stephen J. Dent (11 shared filings), Pierre J. Schuurmans (10 shared filings) and 39 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around David. Each name links to their own page.

The issuers belong to 2 sponsor groups: Birch Hill (8 issuers, $3.45B reported sold, 2009–2026) and Creation Technologies (2 issuers, $282K reported sold, 2008–2016).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 11 bankruptcy cases matching the name listed in Key records below.

What this means 11 records came back. 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 14 public filings for David G. Samuel and found 9 differences, 1 worth asking the sponsor about: David G. Samuel is no longer listed on the Jul 18, 2012 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 David G. Samuel has not run yet — it is joining a line of 61,229 names; searches run around the clock at the hosts' allowed rate. Searched so far: 713 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:20 AM ET.

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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 David G. Samuel..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

11 cases: 11 closed (disposition not in docket feed)

David W Samuel closed
United States Bankruptcy Court, N.D. Illinois · No. 14-00877 · Filed Jan 13, 2014 · Closed Apr 21, 2014
Role of David W Samuel: Debtor · Outcome: Case closed 2014-04-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state); middle initial differs
DAVID SAMUEL and STPHANIE SAMUEL closed
United States Bankruptcy Court, E.D. California · No. 12-14203 · Filed May 9, 2012 · Closed Aug 24, 2012
Role of DAVID SAMUEL and STPHANIE SAMUEL: Debtor · Outcome: Case closed 2012-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state); middle initial differs
David Samuel closed
United States Bankruptcy Court, E.D. California · No. 07-11615 · Filed Jun 4, 2007 · Closed Sep 17, 2007
Role of David Samuel: Debtor · Outcome: Case closed 2007-09-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
David D. Samuel and Tracey A. Samuel closed
United States Bankruptcy Court, N.D. New York · No. 04-12607 · Filed Apr 19, 2004 · Closed Aug 2, 2004
Role of David D. Samuel and Tracey A. Samuel: Debtor · Outcome: Case closed 2004-08-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in NY (not a filing state); middle initial differs
David F. Samuel and Sandra A. Samuel closed
United States Bankruptcy Court, D. Massachusetts · No. 03-15328 · Filed Jun 23, 2003 · Closed Nov 5, 2003
Role of David F. Samuel and Sandra A. Samuel: Debtor · Outcome: Case closed 2003-11-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in MA (not a filing state); middle initial differs
David B Samuel closed
United States Bankruptcy Court, D. Maryland · No. 03-30168 · Filed May 28, 2003 · Closed Sep 10, 2004
Role of David B Samuel: Debtor · Outcome: Case closed 2004-09-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in MD (not a filing state); middle initial differs
David K Samuel and Phyllis Samuel closed
United States Bankruptcy Court, N.D. Georgia · No. 02-70022 · Filed Sep 4, 2002 · Closed Dec 17, 2002
Role of David K Samuel and Phyllis Samuel: Debtor · Outcome: Case closed 2002-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in GA (not a filing state); middle initial differs
David G. Samuel closed
United States Bankruptcy Court, W.D. Texas · No. 01-30646 · Filed Mar 9, 2001 · Closed Sep 30, 2003
Role of David G. Samuel: Debtor · Outcome: Case closed 2003-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in TX (not a filing state)
David D. Samuel and Tracey A. Samuel closed
United States Bankruptcy Court, N.D. New York · No. 94-11837 · Filed May 18, 1994 · Closed Mar 17, 1995
Role of David D. Samuel and Tracey A. Samuel: Debtor · Outcome: Case closed 1995-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in NY (not a filing state); middle initial differs
David W Samuel closed
United States Bankruptcy Court, N.D. Illinois · No. 93-23805 · Filed Nov 12, 1993 · Closed Apr 15, 1994
Role of David W Samuel: Debtor · Outcome: Case closed 1994-04-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state); middle initial differs
David J. Samuel and Barbara Queen Samuel closed
United States Bankruptcy Court, W.D. Louisiana · No. 92-80955 · Filed Jun 29, 1992 · Closed May 10, 1995
Role of David J. Samuel and Barbara Queen Samuel: Debtor · Outcome: Case closed 1995-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 21 federal dockets); 3 people with this name in Form D filings; court in LA (not a filing state); middle initial differs
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, 2:20 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

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

9 differences found between the filings for David G. Samuel — 1 worth asking about (compared 14 filings on Oct 24, 2026)

Note · Aug 12, 2016

David G. Samuel appears on 1 deal that stopped filing before reaching its target

Creation Technologies Inc. (last filing Aug 12, 2016; $432,796 sold of $1,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Creation Technologies Inc. — PartnerFacts page ↗
Sources
Note · Nov 11, 2009 – Aug 13, 2024

4 offerings have no amendment in the last 12 months and may still be open

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) · 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) · No amendment in the last 12 months on an offering that may still be open — Creation Technologies LP (latest filing May 27, 2014) · 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)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Aug 13, 2024 ↗BH Viridian Co-Invest LP — PartnerFacts page ↗Form D/A · Dec 24, 2015 ↗BIRCH HILL EQUITY PARTNERS (US) V, LP — PartnerFacts page ↗
Sources
Worth asking · Jan 22, 2010 – Jul 18, 2012

David G. Samuel is no longer listed on the Jul 18, 2012 amendment — Creation Technologies Inc.

David G. Samuel appears on the Jan 22, 2010 Form D (director) but not on the Jul 18, 2012 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 · Jan 22, 2010 ↗Form D/A · Jul 18, 2012 ↗David G. Samuel — PartnerFacts page ↗Creation Technologies 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 · Nov 25, 2009 – Jan 22, 2010

David G. Samuel is written 2 different ways on the filings

listed as "David G. Samuel" on 7 filings (from Nov 25, 2009), and "David Samuel" on 7 filings (from Jan 22, 2010).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 25, 2009 ↗Form D · Jan 22, 2010 ↗David G. Samuel — PartnerFacts page ↗
Sources
Note · Mar 30, 2011 – Jan 28, 2022

Same name, different state: "David Samuel" (CA) is a separate record

This page covers filings where the address state is A6 or A1 or A8. A separate record, "David Samuel" with address state CA, is listed on 13 filings — most recently by Freestyle Capital Fund VI, L.P. (Jan 28, 2022). Both records have filings in the same period (Mar 30, 2011 to Feb 26, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

David Samuel (CA) — PartnerFacts page ↗Form D · Jan 28, 2022 ↗Freestyle Capital Fund VI, L.P. — PartnerFacts page ↗David G. Samuel (A6,A1,A8) — this page ↗
Sources
Note · Nov 25, 2009 – Oct 7, 2026

David G. Samuel is listed with 3 different address states: A6, A1, A8

Ontario, Canada (as filed: A6) on 11 filings (Nov 25, 2009 to Oct 7, 2026); British Columbia, Canada (as filed: A1) on 2 filings (Jan 22, 2010 to May 27, 2014); Quebec, Canada (as filed: A8) on 1 filing (Nov 14, 2024).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Nov 25, 2009 ↗Form D · Jan 22, 2010 ↗Form D · Nov 14, 2024 ↗
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 10 offerings report sales commissions totalling $9,572,600; 0 report finder's fees; 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 ↗
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 ↗
May 27, 2014 D/A
Creation Technologies LP
File 021-198686
$0$0$0None listed on this filingEDGAR ↗
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 ↗
Jan 22, 2010 D
Creation Technologies Inc.
File 021-109818
$0$0$0None listed on this filingEDGAR ↗
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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 10

Every issuer that named David G. Samuel on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

BT
Pooled Investment Fund · group: Birch Hill

BH Titan Co-Invest LP

Toronto, Ontario, Canada (as filed: A6) · Oct 7, 2026
  • Oct 7, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BR
Pooled Investment Fund · group: Birch Hill

BH Regal Co-Invest LP

Toronto, Ontario, Canada (as filed: A6) · Sep 30, 2025
  • Sep 30, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BH
Pooled Investment Fund · group: Birch Hill

Birch Hill Equity Partners (Global) VII, LP

Toronto, Ontario, Canada (as filed: A6) · Apr 1, 2025
  • Apr 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BP
Other · group: Birch Hill

BH Polycor Holding Inc.

Quebec, Quebec, Canada (as filed: A8) · Nov 14, 2024
  • Nov 14, 2024 · D · $50,000 sold of $50,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.92M from 11 investors (100% of the $50K target) as of the latest filing. David is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

BV
Pooled Investment Fund · group: Birch Hill

BH Viridian Co-Invest LP

Toronto, Ontario, Canada (as filed: A6) · Aug 13, 2024
  • Aug 13, 2024 · D · $197,536,953 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $197.5M from 28 investors as of the latest filing. David is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BH
Pooled Investment Fund · group: Birch Hill

Birch Hill Equity Partners (Global) VI, LP

Toronto, Ontario, Canada (as filed: A6) · Oct 22, 2019 → Feb 26, 2020 · 2 filings
  • Feb 26, 2020 · D/A · $922,978,875 sold of $922,978,875 · 49 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Oct 22, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $923M from 49 investors (100% of the $923M target) as of the latest filing. David is listed as executive officer, director, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BH
Pooled Investment Fund · group: Birch Hill

BIRCH HILL EQUITY PARTNERS (US) V, LP

Toronto, Ontario, Canada (as filed: A6) · Mar 30, 2015 → Dec 24, 2015 · 2 filings
  • Dec 24, 2015 · D/A · $1,282,960,000 sold of $1,293,385,000 · 21 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Mar 30, 2015 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.28B from 21 investors (99% of the $1.29B target) as of the latest filing. David is listed as executive officer, director, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CT
Other Technology · group: Creation Technologies

Creation Technologies LP

Burnaby, British Columbia, Canada (as filed: A1) · May 27, 2014
  • May 27, 2014 · D/A · $207,412 sold of $1,000,000 · 63 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $931K from 178 investors (93% of the $1M target) as of the latest filing. David is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BH
Pooled Investment Fund · group: Birch Hill

Birch Hill Equity Partners (US) IV, LP

Toronto, Ontario, Canada (as filed: A6) · Nov 25, 2009 → Feb 8, 2011 · 3 filings
  • Feb 8, 2011 · D/A · $1,041,643,781 sold of $1,098,517,002 · 73 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Aug 18, 2010 · D/A · $695,121,492 sold of $805,458,164 · 52 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 25, 2009 · D · $373,023,510 sold of $805,458,164 · 25 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.04B from 73 investors (95% of the $1.1B target) as of the latest filing. David is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

CT
Other Technology · group: Creation Technologies

Creation Technologies Inc.

Burnaby, British Columbia, Canada (as filed: A1) · Jan 22, 2010
  • Jan 22, 2010 · D · $378,358 sold of $378,358 · 38 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $433K from 69 investors (100% of the $378K target) as of the latest filing. David is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • David Samuel — CA, 12 issuers, Mar 30, 2011 → Jan 28, 2022 · no shared issuer
  • David L. Samuel — CA, 1 issuer, May 2, 2022 → May 2, 2022 · no shared issuer

People around David 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

BH
Management entity

Birch Hill Equity Partners Management Inc.

Executive Officer, Promoter · 6 shared filings (5 issuers)

Birch Hill Equity Partners Management Inc. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

MS
No photo found yet (own website and image search run after this page is viewed)
Person

Michael J. Salamon

Executive Officer, Director, Promoter · 11 shared filings (7 issuers) · also on 2 other issuers

Michael J. Salamon is on 9 issuers in total — a repeat sponsor. Their page lists every one.

MK
No photo found yet (own website and image search run after this page is viewed)
Person

Matthew Kunica

Executive Officer, Director, Promoter · 11 shared filings (7 issuers)

Matthew Kunica is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SD
No photo found yet (own website and image search run after this page is viewed)
Person

Stephen J. Dent

Executive Officer, Director, Promoter · 11 shared filings (7 issuers)

Stephen J. Dent is on 7 issuers in total — a repeat sponsor. Their page lists every one.

PZ
No photo found yet (own website and image search run after this page is viewed)
Person

Peter Zissis

Executive Officer · 11 shared filings (7 issuers)

Peter Zissis is on 7 issuers in total — a repeat sponsor. Their page lists every one.

PS
No photo found yet (own website and image search run after this page is viewed)
Person

Pierre J. Schuurmans

Executive Officer · 10 shared filings (6 issuers)

Pierre J. Schuurmans is on 6 issuers in total — a repeat sponsor. Their page lists every one.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

John T. Loh

Executive Officer · 9 shared filings (5 issuers) · also on 1 other issuer

John T. Loh is on 6 issuers in total — a repeat sponsor. Their page lists every one.

JM
No photo found yet (own website and image search run after this page is viewed)
Person

John B. MacIntyre

Executive Officer, Director, Promoter · 8 shared filings (4 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

TS
No photo found yet (own website and image search run after this page is viewed)
Person

Thecla E. Sweeney

Executive Officer, Promoter · 7 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Mazan

Executive Officer, Director · 7 shared filings (4 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

PD
No photo found yet (own website and image search run after this page is viewed)
Person

Patrick Duncan

Executive Officer, Director · 7 shared filings (6 issuers)

Patrick Duncan is on 6 issuers in total — a repeat sponsor. Their page lists every one.

NM
No photo found yet (own website and image search run after this page is viewed)
Person

Neil McCarron

Executive Officer · 6 shared filings (5 issuers)

Neil McCarron is on 5 issuers in total — a repeat sponsor. Their page lists every one.

PH
No photo found yet (own website and image search run after this page is viewed)
Person

Paul R. Henry

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

CV
No photo found yet (own website and image search run after this page is viewed)
Person

Christopher Voorpostel

Executive Officer, Director · 5 shared filings (5 issuers)

Christopher Voorpostel is on 5 issuers in total — a repeat sponsor. Their page lists every one.

SM
No photo found yet (own website and image search run after this page is viewed)
Person

Sean Makins

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

NB
No photo found yet (own website and image search run after this page is viewed)
Person

Nicholas Bigelow

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

AW
No photo found yet (own website and image search run after this page is viewed)
Person

Anna Wu

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

IR
No photo found yet (own website and image search run after this page is viewed)
Person

Irfhan Rawji

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

JW
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph P. Wiley

Executive Officer, Director, Promoter · 3 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

WS
No photo found yet (own website and image search run after this page is viewed)
Person

William C. Stevens

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

LE
No photo found yet (own website and image search run after this page is viewed)
Person

Lori A.E. Evans

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

BR
No photo found yet (own website and image search run after this page is viewed)
Person

Bryan Rocco

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

RA
No photo found yet (own website and image search run after this page is viewed)
Person

Rodolfo Archbold

Director · 2 shared filings (2 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

AW
No photo found yet (own website and image search run after this page is viewed)
Person

Arthur Walker

Director · 2 shared filings (2 issuers)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

SH
No photo found yet (own website and image search run after this page is viewed)
Person

Stacey Hoisak

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

FL
No photo found yet (own website and image search run after this page is viewed)
Person

Felix-Etienne Lebel

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

AF
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Fortier

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

AT
No photo found yet (own website and image search run after this page is viewed)
Person

Arthur Tymos

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

MW
No photo found yet (own website and image search run after this page is viewed)
Person

Mike Walsh

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

MW
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Walsh

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

WL
No photo found yet (own website and image search run after this page is viewed)
Person

WILLIAM A. LAMBERT

Executive Officer · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as David G. Samuel. Their page shows their other deals.

XZ
No photo found yet (own website and image search run after this page is viewed)
Person

Xiao Yan Zhu

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

GR
No photo found yet (own website and image search run after this page is viewed)
Person

Geoff Reed

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as David G. Samuel. Their page shows their other deals.

GR
No photo found yet (own website and image search run after this page is viewed)
Person

Geoffrey J. Reed

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Bhawnesh Mathur

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as David G. Samuel. Their page shows their other deals.

AP
No photo found yet (own website and image search run after this page is viewed)
Person

Anthony Pagano

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Maysa Habelrih

Director · 1 shared filing (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Max Rogan

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as David G. Samuel. Their page shows their other deals.

The team behind the deals

BH
Sponsor group

Birch Hill

8 issuers · 13 filings · $3.45B reported sold · 2009–2026

One team, 8 deal companies. David G. Samuel is listed on 8 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name David G. Samuel.

CT
Sponsor group

Creation Technologies

2 issuers · 21 filings · $282K reported sold · 2008–2016

One team, 2 deal companies. David G. Samuel is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name David G. Samuel.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 5 of the 10 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): BH Titan Co-Invest LP, BH Regal Co-Invest LP, Birch Hill Equity Partners (Global) VII, LP, BH Viridian Co-Invest LP, Birch Hill Equity Partners (Global) VI, LP.

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.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to David G. Samuel by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 10 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David G. Samuel is listed on: none on file. No website or social profile named in Birch Hill Equity Partners (US) IV, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #354,512 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Toronto, A6). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

OpenCorporates ↗

Change history

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