PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:52 AM ET

Sponsor Check › Person

Patrick Walsh

Related person on Form D filings · address state as listed: IL · listed Jan 19, 2012 → Jan 3, 2020

9issuers
21Form D filings
2012–2020years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:59 PM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:59 PM ET.

State courts: not yet searched. 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

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. — not yet searched; 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: not yet searched.

Not yet searched.

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3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:59 PM ET.

State courts: not yet searched. 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 are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

3 of 14 offerings report sales commissions totalling $962,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Jan 3, 2020 D
File 021-357184
$0$0$0None listed on this filing
EDGAR ↗Dec 6, 2018 D
File 021-327232
$0$0$0None listed on this filing
EDGAR ↗Aug 22, 2018 D
File 021-319831
$0$0$0None listed on this filing
EDGAR ↗Aug 7, 2017 D
File 021-292236
$0$0$0None listed on this filing
EDGAR ↗Sep 21, 2016 D
File 021-271000
$600,000$0$0ELGIN M. THOMPSON, JR. BrokerCheck CRD 4569966 ↗
via TRUMP SECURITIES LLC (CRD 47107 ↗)
EDGAR ↗Nov 13, 2015 D
File 021-251241
$0$0$0BHA SELECT NETWORK, LLC BrokerCheck CRD 168883 ↗
EDGAR ↗Mar 23, 2015 D
File 021-236461
$0$0$0Rothschild Investment Corporation BrokerCheck CRD 728 ↗
EDGAR ↗Feb 12, 2015 D
File 021-234013
$0$0$0Rothschild Investment Corporation BrokerCheck CRD 728 ↗
EDGAR ↗Sep 8, 2014 D
File 021-224282
$0$0$0Rothschild Investment Corporation BrokerCheck CRD 728 ↗
EDGAR ↗Feb 14, 2014 D/A
File 021-207273
$0$0$0Rothschild Investment Corporation BrokerCheck CRD 728 ↗
EDGAR ↗Dec 17, 2012 D/A
File 021-185542
$0$0$0None listed on this filing
EDGAR ↗Dec 17, 2012 D/A
File 021-187464
$0$0$0None listed on this filing
EDGAR ↗Sep 20, 2012 D/A
File 021-172126
$69,000 (est.)$0$0 (est.)
Customary advisory fees shall be paid by the Issuer pursuant to the Issuer's offering materials.
Kovitz Securities, LLC BrokerCheck CRD 129878 ↗
EDGAR ↗Sep 20, 2012 D/A
File 021-173055
$293,000 (est.)$0$0 (est.)
Customary advisory fees will be paid by the Issuer to the Investment Manager as provided for in the Issuers offering materials.
Kovitz Securities, LLC BrokerCheck CRD 129878 ↗

As reported by the issuer on Form D (Items 12–15), 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).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗PW Partners Atlas Fund II, LPExecutive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Jan 3, 2020DIndefinite
similar: $155,000–$5,250,000
$6,450,0005
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Partners Master Fund (QP), L.P.Executive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Dec 6, 2018DIndefinite
similar: $155,000–$5,250,000
$695,0005
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Partners Atlas Fund II, LPExecutive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Aug 22, 2018DIndefinite
similar: $155,000–$5,250,000
$11,139,74616
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗INCONTEXT SOLUTIONS, INC.DirectorAug 7, 2017D$7,500,000
similar: $1,100,015–$10,001,163
$6,309,5606
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗INCONTEXT SOLUTIONS, INC.DirectorSep 21, 2016D$16,232,105
similar: $1,100,015–$10,001,163
$15,232,1055
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗PW Partners Master Fund (QP), L.P.Executive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Nov 13, 2015DIndefinite
similar: $155,000–$5,250,000
$1,000,0001
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Partners Atlas Fund LPExecutive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Mar 23, 2015DIndefinite
similar: $155,000–$5,250,000
$1,150,0005
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Acquisitions LPExecutive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Feb 12, 2015DIndefinite
similar: $155,000–$5,250,000
$28,740,00071
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Partners Atlas Fund III, LPExecutive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Sep 8, 2014DIndefinite
similar: $155,000–$5,250,000
$19,400,00032
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Partners Atlas Fund II, LPExecutive Officer, Promoter
Managing Member of the General Partner of the Issuer.
Feb 14, 2014D/AIndefinite
similar: $155,000–$5,250,000
$12,675,00033
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PW Partners Atlas Fund II, LPExecutive Officer, Promoter
Managing Member and Chief Executive Officer of the General Partner of the Issuer.
Dec 2, 2013DIndefinite
similar: $155,000–$5,250,000
$3,850,0008
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗PW Partners Atlas Fund LPExecutive Officer
Managing Member and CEO of PW Partners Atlas Funds, LLC
Dec 17, 2012D/AIndefinite$2,595,00012$250,000
EDGAR ↗PW Partners Master Fund, L.P.Executive Officer
Managing Member and CEO of PW PARTNERS, LLC
Dec 17, 2012D/AIndefinite$2,255,0003$500,000
EDGAR ↗PW Partners Atlas Fund LPExecutive Officer
Managing Member and CEO of PW Partners Atlas Funds, LLC
Nov 26, 2012DIndefinite$1,240,0006$250,000
EDGAR ↗PW Partners Master Fund, L.P.Executive Officer
Managing Member and CEO of PW PARTNERS, LLC
Oct 15, 2012DIndefinite$2,250,0002$500,000
EDGAR ↗PWK PARTNERS ATLAS FUND I, L.P.Executive Officer
Member of PWK Partners Atlas Funds, LLC the General Partner and Promoter of the Issuer
Sep 20, 2012D/AIndefinite$2,175,00012No minimum reported
EDGAR ↗PWK PARTNERS QP, L.P.Director
Member, PWK Partners, LLC, General Partner and Promoter of the Issuer
Sep 20, 2012D/AIndefinite$6,860,0006No minimum reported
EDGAR ↗PWK PARTNERS QP, L.P.Director
Member, PWK Partners, LLC, General Partner and Promoter of the Issuer
Aug 17, 2012D/AIndefinite$00No minimum reported
EDGAR ↗PWK PARTNERS ATLAS FUND I, L.P.Executive Officer
Member of PWK Partners Atlas Funds, LLC the General Partner and Promoter of the Issuer
Aug 17, 2012D/AIndefinite$00No minimum reported
EDGAR ↗PWK PARTNERS ATLAS FUND I, L.P.Executive Officer
Member of PWK Partners Atlas Funds, LLC the General Partner and Promoter of the Issuer
Feb 8, 2012DIndefinite$00No minimum reported
EDGAR ↗PWK PARTNERS QP, L.P.Director
Member, PWK Partners, LLC, General Partner and Promoter of the Issuer
Jan 19, 2012DIndefinite$00No minimum reported

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"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 Technology / 506(b) (17,390 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.

Other listings under the same name

Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.

  • Patrick Walsh — address state CA, 3 issuers, Sep 30, 2015 → Apr 22, 2021 · no shared issuer found
  • Patrick Walsh — address state CO, 3 issuers, Jan 30, 2017 → Apr 24, 2024 · no shared issuer found
  • Patrick Walsh — address state NY, 2 issuers, Jul 5, 2018 → Mar 4, 2026 · no shared issuer found
  • Patrick Walsh — address state NC, 1 issuer, Jan 11, 2012 → Jan 11, 2012 · no shared issuer found
  • Patrick Walsh — address state FL, 1 issuer, Jul 18, 2014 → Nov 16, 2017 · no shared issuer found
  • Patrick Ryan Walsh — address state PA, 1 issuer, Jun 27, 2017 → Jun 27, 2017 · no shared issuer found
  • Patrick D. Walsh — address state CA, 1 issuer, Aug 24, 2009 → Aug 24, 2009 · no shared issuer found

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 20 names on the same filings (2 management entities, 18 people)

People and management entities the issuers listed as related persons on the same Form D filings as Patrick Walsh. Source: the EDGAR rows in the table above.

  • PW Partners Atlas Funds, LLC entity — 9 shared filings (4 issuers) · roles as listed: Executive Officer, Promoter
  • PW PARTNERS, LLC entity — 4 shared filings (2 issuers) · roles as listed: Executive Officer, Promoter
  • Mitchell A Kovitz — 6 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 15 other issuers
  • Marc S Brenner — 6 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 16 other issuers
  • Jonathan A Shapiro — 6 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 4 other issuers
  • Bruce Weininger — 6 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 5 other issuers
  • Steven E. Hengst — 6 shared filings (2 issuers) · role as listed: Executive Officer
  • Jeffery Crivello — 3 shared filings (2 issuers) · roles as listed: Executive Officer, Promoter · also listed on 1 other issuer
  • TRACEY WIEDMEYER — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • MARK HARDY — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director
  • JEFF BARRY — 2 shared filings (1 issuer) · role as listed: Director
  • RICHARD T SCAMEHORN — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Mark Donnelly — 2 shared filings (1 issuer) · role as listed: Director · also listed on 4 other issuers
  • JONATHAN DONATH — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • DAVID RICH — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • KAREN MCCORMICK — 1 shared filing (1 issuer) · role as listed: Director
  • ROBERT MARINO — 1 shared filing (1 issuer) · role as listed: Director
  • STUART SCHOLLY — 1 shared filing (1 issuer) · role as listed: Director
  • MALCOLM MOSS — 1 shared filing (1 issuer) · role as listed: Director
  • MARTIN JOHNSON — 1 shared filing (1 issuer) · role as listed: Executive Officer

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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