Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:56 AM ET

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Patrick Duncan

Named as an officer, director or promoter on SEC Form D filings · Ontario, Canada (as filed: A6), Quebec, Canada (as filed: A8) · May 11, 2022 → Oct 7, 2026

6deals (issuers)

$1.12Breported sold

88investors

8Form D filings

2022–2026years on file

Follow this person Look further ↓PDF

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

The short version

Patrick Duncan is listed as an executive officer and director on 8 SEC Form D filings by 6 issuers between Oct 2019 and Oct 2026. Largest by amount reported sold: 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" — 2022–2024; $3.92M reported sold to 11 investors), BH Titan Co-Invest LP (Toronto, Ontario, Canada (as filed: A6) — pooled investment fund — 2026), BH Regal Co-Invest LP (Toronto, Ontario, Canada (as filed: A6) — pooled investment fund — 2025) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and director, over about 7 years. Across those companies the filings report $1.12B sold in total.

Listed alongside David G. Samuel (7 shared filings), Birch Hill Equity Partners Management Inc. (6 shared filings, management entity), Christopher Voorpostel (6 shared filings), Matthew Kunica (6 shared filings), Michael J. Salamon (6 shared filings) and 19 others.

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

All 6 issuers belong to the sponsor group Birch Hill (8 issuers, $3.45B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Birch Hill has 8 companies on file and $3.45B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 2 court cases matching the name, 31 bankruptcy cases matching the name listed in Key records below.

What this means 33 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 8 public filings for Patrick Duncan and found 8 differences, 1 worth asking the sponsor about: Paid seller listed without a CRD number: Cafa Corporate Finance / Cafa Financement Corporatif; 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 Patrick Duncan has not run yet — it is joining a line of 2,037 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

2 cases: 1 judgment, 1 closed (disposition not in docket feed)

USA v. DUNCAN, PATRICK S. judgment

District Court, E.D. Pennsylvania · No. · Filed Aug 5, 1988 · Closed Aug 5, 1988 · Nature of suit: 190 Other contract actions

Role of DUNCAN, PATRICK S.: Defendant · Outcome: Terminated 1988-08-05 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)

No v. DUNCAN, PATRICK O. closed

District Court, S.D. Indiana · No. 3:85-cv-00182 · Filed Jun 6, 1985 · Closed Jul 25, 1985

Role of DUNCAN, PATRICK O.: Defendant · Outcome: Terminated 1985-07-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in IN (not a filing 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, 2:45 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 Patrick Duncan..

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

31 cases: 31 closed (disposition not in docket feed)

Patrick K. Duncan closed

United States Bankruptcy Court, D. Connecticut · No. 19-51189 · Filed Sep 6, 2019 · Closed Jan 8, 2020

Role of Patrick K. Duncan: Debtor · Outcome: Case closed 2020-01-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in CT (not a filing state)

Patrick J Duncan and Diana M. Duncan closed

United States Bankruptcy Court, C.D. California · No. 9:16-bk-11509 · Filed Aug 10, 2016 · Closed Feb 28, 2022

Role of Patrick J Duncan and Diana M. Duncan: Debtor · Outcome: Case closed 2022-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)

Patrick M. Duncan closed

United States Bankruptcy Court, E.D. Michigan · No. 15-51809 · Filed Aug 7, 2015 · Closed Nov 25, 2015

Role of Patrick M. Duncan: Debtor · Outcome: Case closed 2015-11-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in MI (not a filing state)

Patrick Duncan closed

United States Bankruptcy Court, E.D. Wisconsin · No. 13-32624 · Filed Sep 24, 2013 · Closed Dec 30, 2013

Role of Patrick Duncan: Debtor · Outcome: Case closed 2013-12-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)

Patrick Duncan closed

United States Bankruptcy Court, E.D. Wisconsin · No. 13-28686 · Filed Jun 25, 2013 · Closed Sep 3, 2013

Role of Patrick Duncan: Debtor · Outcome: Case closed 2013-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)

Patrick K. Duncan and Kerri A. Duncan closed

United States Bankruptcy Court, D. Minnesota · No. 11-34709 · Filed Jul 21, 2011 · Closed Nov 2, 2011

Role of Patrick K. Duncan and Kerri A. Duncan: Debtor · Outcome: Case closed 2011-11-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)

Patrick Duncan closed

United States Bankruptcy Court, C.D. California · No. 2:11-bk-28212 · Filed Apr 27, 2011 · Closed Apr 23, 2012

Role of Patrick Duncan: Debtor · Outcome: Case closed 2012-04-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)

Patrick E Duncan closed

United States Bankruptcy Court, D. Kansas · No. 05-10779 · Filed Feb 24, 2005 · Closed Jul 22, 2005

Role of Patrick E Duncan: Debtor · Outcome: Case closed 2005-07-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in KS (not a filing state)

Patrick F. Duncan closed

United States Bankruptcy Court, N.D. Georgia · No. 04-91932 · Filed Mar 5, 2004 · Closed Jun 18, 2004

Role of Patrick F. Duncan: Debtor · Outcome: Case closed 2004-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)

Patrick K Duncan and Tammy G Duncan closed

United States Bankruptcy Court, W.D. Kentucky · No. 03-41948 · Filed Sep 17, 2003 · Closed Feb 5, 2004

Role of Patrick K Duncan and Tammy G Duncan: Debtor · Outcome: Case closed 2004-02-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in KY (not a filing state)

Patrick F. Duncan closed

United States Bankruptcy Court, N.D. Georgia · No. 02-96252 · Filed Jun 17, 2002 · Closed Sep 19, 2002

Role of Patrick F. Duncan: Debtor · Outcome: Case closed 2002-09-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)

Patrick K. Duncan closed

United States Bankruptcy Court, D. Connecticut · No. 01-34504 · Filed Sep 13, 2001 · Closed Jan 16, 2002

Role of Patrick K. Duncan: Debtor · Outcome: Case closed 2002-01-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in CT (not a filing state)

Patrick Duncan and Jacqueline Marie Duncan closed

United States Bankruptcy Court, E.D. California · No. 01-23043 · Filed Mar 19, 2001 · Closed Jul 24, 2001

Role of Patrick Duncan and Jacqueline Marie Duncan: Debtor · Outcome: Case closed 2001-07-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)

Patrick W. Duncan closed

United States Bankruptcy Court, W.D. Louisiana · No. 01-10722 · Filed Mar 15, 2001 · Closed Oct 29, 2001

Role of Patrick W. Duncan: Debtor · Outcome: Case closed 2001-10-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in LA (not a filing state)

Patrick F Duncan and Gloria J Duncan closed

United States Bankruptcy Court, W.D. Washington · No. 00-10504 · Filed Oct 23, 2000 · Closed Jun 30, 2003

Role of Patrick F Duncan and Gloria J Duncan: Debtor · Outcome: Case closed 2003-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)

PATRICK K DUNCAN and JUDY A DUNCAN closed

United States Bankruptcy Court, E.D. Washington · No. 99-07660 · Filed Dec 27, 1999 · Closed Apr 12, 2000

Role of PATRICK K DUNCAN and JUDY A DUNCAN: Debtor · Outcome: Case closed 2000-04-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)

Patrick A Duncan closed

United States Bankruptcy Court, E.D. New York · No. 1-99-20097 · Filed Aug 3, 1999 · Closed Jan 28, 2000

Role of Patrick A Duncan: Debtor · Outcome: Case closed 2000-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)

Patrick S. Duncan closed

United States Bankruptcy Court, E.D. Pennsylvania · No. 98-34894 · Filed Nov 17, 1998 · Closed May 28, 1999

Role of Patrick S. Duncan: Debtor · Outcome: Case closed 1999-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)

Patrick S. Duncan closed

United States Bankruptcy Court, E.D. Pennsylvania · No. 98-10493 · Filed Jan 13, 1998 · Closed Oct 21, 1998

Role of Patrick S. Duncan: Debtor · Outcome: Case closed 1998-10-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)

Patrick D Duncan and Collen Duncan closed

United States Bankruptcy Court, N.D. Illinois · No. 97-19750 · Filed Jun 27, 1997 · Closed Nov 24, 1997

Role of Patrick D Duncan and Collen Duncan: Debtor · Outcome: Case closed 1997-11-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)

PATRICK A DUNCAN and SUSAN M DUNCAN closed

United States Bankruptcy Court, D. Minnesota · No. 97-43300 · Filed May 6, 1997 · Closed Sep 16, 1997

Role of PATRICK A DUNCAN and SUSAN M DUNCAN: Debtor · Outcome: Case closed 1997-09-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)

Patrick S. Duncan closed

United States Bankruptcy Court, E.D. Pennsylvania · No. 97-10087 · Filed Jan 3, 1997 · Closed May 19, 1998

Role of Patrick S. Duncan: Debtor · Outcome: Case closed 1998-05-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)

Patrick D. Duncan and Brenda D. Duncan closed

United States Bankruptcy Court, M.D. Florida · No. 6:96-bk-08169 · Filed Dec 11, 1996 · Closed Apr 16, 1997

Role of Patrick D. Duncan and Brenda D. Duncan: Debtor · Outcome: Case closed 1997-04-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)

Patrick S. Duncan closed

United States Bankruptcy Court, E.D. Pennsylvania · No. 96-14434 · Filed May 14, 1996 · Closed Oct 17, 1996

Role of Patrick S. Duncan: Debtor · Outcome: Case closed 1996-10-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)

Patrick S. Duncan closed

United States Bankruptcy Court, D. Oregon · No. 96-30108 · Filed Jan 5, 1996 · Closed May 22, 1996

Role of Patrick S. Duncan: Debtor · Outcome: Case closed 1996-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in OR (not a filing state)

Patrick L. Duncan and Melonia A. Duncan closed

United States Bankruptcy Court, M.D. Florida · No. 3:92-bk-01923 · Filed Apr 3, 1992 · Closed Sep 24, 1992

Role of Patrick L. Duncan and Melonia A. Duncan: Debtor · Outcome: Case closed 1992-09-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)

Patrick M. Duncan closed

United States Bankruptcy Court, S.D. Iowa · No. 89-01876 · Filed Aug 25, 1989 · Closed Jan 10, 1991

Role of Patrick M. Duncan: Debtor · Outcome: Case closed 1991-01-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in IA (not a filing state)

Patrick Duncan closed

United States Bankruptcy Court, N.D. Illinois · No. 89-12765 · Filed Aug 2, 1989 · Closed Feb 15, 1990

Role of Patrick Duncan: Debtor · Outcome: Case closed 1990-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)

PATRICK DUNCAN and JUDY A DUNCAN closed

United States Bankruptcy Court, E.D. Washington · No. 89-00668 · Filed Mar 1, 1989 · Closed Aug 25, 1989

Role of PATRICK DUNCAN and JUDY A DUNCAN: Debtor · Outcome: Case closed 1989-08-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)

Patrick S. Duncan closed

United States Bankruptcy Court, E.D. Pennsylvania · No. 88-14257 · Filed Dec 5, 1988 · Closed Jul 14, 1989

Role of Patrick S. Duncan: Debtor · Outcome: Case closed 1989-07-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in PA (not a filing state)

PATRICK K DUNCAN closed

United States Bankruptcy Court, E.D. Washington · No. 86-00036 · Filed Jan 7, 1986 · Closed Feb 26, 1988

Role of PATRICK K DUNCAN: Debtor · Outcome: Case closed 1988-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 53 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing 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, 2:45 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.

4. Differences between public sources

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

8 differences found between the filings for Patrick Duncan — 1 worth asking about (compared 8 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

Form D · May 11, 2022 ↗ (May 11, 2022)
BrokerCheck search: Cafa Corporate Finance / Cafa Financement Corporatif ↗
BH Polycor Holding Inc. — PartnerFacts page ↗ (Nov 14, 2024)

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

Form D (earlier) · Oct 22, 2019 ↗ (Oct 22, 2019)
Form D/A (later) · Feb 26, 2020 ↗ (Feb 26, 2020)
Birch Hill Equity Partners (Global) VI, LP — PartnerFacts page ↗ (Feb 26, 2020)

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

Form D · Aug 13, 2024 ↗ (Aug 13, 2024)
BH Viridian Co-Invest LP — PartnerFacts page ↗ (Aug 13, 2024)

Note · Oct 22, 2019 – May 11, 2022

Patrick Duncan is written 2 different ways on the filings

listed as "Patrick G. Duncan" on 2 filings (from Oct 22, 2019), and "Patrick Duncan" on 6 filings (from May 11, 2022).

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 · Oct 22, 2019 ↗Form D · May 11, 2022 ↗Patrick Duncan — PartnerFacts page ↗

Sources

Note · Nov 17, 2009 – Jul 14, 2023

Same name, different state: "Patrick A. Duncan" (SC) is a separate record

This page covers filings where the address state is A6 or A8. A separate record, "Patrick A. Duncan" with address state SC, is listed on 12 filings — most recently by Pickle Bar, LLC (Jan 22, 2026). Both records have filings in the same period (May 11, 2022 to Jul 14, 2023).

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.

Patrick A. Duncan (SC) — PartnerFacts page ↗Form D · Jan 22, 2026 ↗Pickle Bar, LLC — PartnerFacts page ↗Patrick Duncan (A6,A8) — this page ↗

Sources

Patrick A. Duncan (SC) — PartnerFacts page ↗ (Jul 14, 2023)
Form D · Jan 22, 2026 ↗ (Jan 22, 2026)
Pickle Bar, LLC — PartnerFacts page ↗ (Jan 22, 2026)
Patrick Duncan (A6,A8) — this page ↗ (Oct 7, 2026)

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

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

Note · Oct 22, 2019 – Oct 7, 2026

Patrick Duncan is listed with 2 different address states: A6, A8

Ontario, Canada (as filed: A6) on 7 filings (Oct 22, 2019 to Oct 7, 2026); 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 · Oct 22, 2019 ↗Form D · Nov 14, 2024 ↗

Sources

Form D · Oct 22, 2019 ↗ (Oct 22, 2019)
Form D · Nov 14, 2024 ↗ (Nov 14, 2024)

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

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

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

1 of 7 offerings reports sales commissions totalling $4,138,750; 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 commissions	Finder's fees	To insiders	Paid to sell it	Source
Oct 7, 2026 D BH Titan Co-Invest LP File 021-600371	$0	$0	$0	None listed on this filing	EDGAR ↗
Sep 30, 2025 D BH Regal Co-Invest LP File 021-559221	$0	$0	$0	None listed on this filing	EDGAR ↗
Apr 1, 2025 D Birch Hill Equity Partners (Global) VII, LP File 021-542660	$0 (est.)	$0 (est.)	$0	Shannon 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 filing	EDGAR ↗
Aug 13, 2024 D BH Viridian Co-Invest LP File 021-521415	$0	$0	$0	None listed on this filing	EDGAR ↗
May 11, 2022 D BH Polycor Holding Inc. File 021-445293	$0	$28,250	$0	Cafa Corporate Finance / Cafa Financement Corporatif no CRD number reported	EDGAR ↗
Feb 26, 2020 D/A Birch Hill Equity Partners (Global) VI, LP File 021-351632	$4,138,750 (est.)	$0 (est.)	$0	Shannon Advisors LLC BrokerCheck CRD 150305 ↗	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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 6

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

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 EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

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.

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 EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

Latest filing on EDGAR ↗

Sources

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 EDGAR ↗

No sales reported yet as of the latest filing. Patrick is listed as executive officer.

Latest filing on EDGAR ↗

Sources

Other · group: Birch Hill

BH Polycor Holding Inc.

Quebec, Quebec, Canada (as filed: A8) · May 11, 2022 → Nov 14, 2024 · 2 filings

Nov 14, 2024 · D · $50,000 sold of $50,000 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
May 11, 2022 · D · $3,920,179 sold of $3,920,179 · 11 investors · min. No minimum reported · role: Executive Officer, Director (Director and President) EDGAR ↗

Raised $3.92M from 11 investors (100% of the $50K target) as of the latest filing. Patrick is listed as executive officer, director 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: 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.

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 EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

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 EDGAR ↗
Oct 22, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Other pages with the same name (1)

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

Patrick A. Duncan — SC, 7 issuers, Nov 17, 2009 → Jul 14, 2023 · no shared issuer

People around Patrick 24

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

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.

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

Person

David G. Samuel

Executive Officer, Director, Promoter · 7 shared filings (6 issuers) · also on 4 other issuers

David G. Samuel is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Michael J. Salamon

Executive Officer, Director, Promoter · 6 shared filings (5 issuers) · also on 4 other issuers

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

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

Person

Matthew Kunica

Executive Officer, Director, Promoter · 6 shared filings (5 issuers) · also on 2 other issuers

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

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

Person

Stephen J. Dent

Executive Officer, Director, Promoter · 6 shared filings (5 issuers) · also on 2 other issuers

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

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

Person

Peter Zissis

Executive Officer · 6 shared filings (5 issuers) · also on 2 other issuers

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

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.

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

Person

Christopher Voorpostel

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

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

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

Person

Pierre J. Schuurmans

Executive Officer · 5 shared filings (4 issuers) · also on 2 other issuers

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

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

Person

John T. Loh

Executive Officer · 4 shared filings (3 issuers) · also on 3 other issuers

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

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 Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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

Person

John B. MacIntyre

Executive Officer, Director, Promoter · 3 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Patrick Duncan. Their page shows their other deals.

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

Person

Thecla E. Sweeney

Executive Officer · 2 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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 Patrick Duncan. Their page shows their other deals.

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

Person

Brian McManus

Director · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Duncan. Their page shows their other deals.

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

Person

Melissa Li

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Duncan. Their page shows their other deals.

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

Person

Joshua Lundy

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Duncan. Their page shows their other deals.

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

Person

Pierre Schuumans

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Duncan. Their page shows their other deals.

The team behind the deals

Sponsor group

Birch Hill

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

BT BH Titan Co-Invest LP Pooled Investment Fund · 2026 · listed
BR BH Regal Co-Invest LP Pooled Investment Fund · 2025 · listed
BH Birch Hill Equity Partners (Global) VII, LP Pooled Investment Fund · 2025 · listed
BP BH Polycor Holding Inc. Other · $3.92M sold · 2022 · listed
BV BH Viridian Co-Invest LP Pooled Investment Fund · $197.5M sold · 2024 · listed
BH Birch Hill Equity Partners (Global) VI, LP Pooled Investment Fund · $923M sold · 2019 · listed
BH BIRCH HILL EQUITY PARTNERS (US) V, LP Pooled Investment Fund · $1.28B sold · 2015
BH Birch Hill Equity Partners (US) IV, LP Pooled Investment Fund · $1.04B sold · 2009

One team, 8 deal companies. Patrick Duncan is listed on 6 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 Patrick Duncan.

Same business address

1 other issuer file from the same address

BIRCH HILL EQUITY PARTNERS (US) V, LP Toronto, A6 · 2015

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 5 of the 6 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 Patrick Duncan 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 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick Duncan is listed on: none on file. No website or social profile named in BH Viridian Co-Invest LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #93,191 of 374,652 in line (14 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.

Change history

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Patrick Duncan

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

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

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

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)

Patrick Duncan is written 2 different ways on the filings

Same name, different state: "Patrick A. Duncan" (SC) is a separate record

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

Patrick Duncan is listed with 2 different address states: A6, A8

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

5. Money to insiders

Deals 6

People around Patrick 24

The team behind the deals

1 other issuer file from the same address

Registrations and other filings

Adviser registration (Form ADV)

Other offering types (Regulation A and Regulation Crowdfunding)

Public profiles and social

Look further

Social and web

Courts

Securities regulators

Business registries

Change history

Request a correction

Add a response

Monitor this person