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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:52 AM ET

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PT
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Patrick M. Tenney

Named as an officer, director or promoter on SEC Form D filings · CA · Aug 29, 2017 → Mar 23, 2026

1deal (issuers)
$95.7Mreported sold
21investors
18Form D filings
2017–2026years on file

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

Patrick M. Tenney is listed as an executive officer and promoter on 18 SEC Form D filings by 1 issuer between Oct 2009 and Mar 2026: Mt. Tam Partners, L.P. (Kentfield, CA — pooled investment fund — 2009–2026; $95.7M reported sold to 21 investors).

What this means One deal on file with the SEC. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside John D. Botti (18 shared filings), Mt. Tam Capital Management, LLC (18 shared filings, management entity), Michael Waldron (12 shared filings), Michael Waldron (6 shared filings, management entity), David Wagonfeld (5 shared filings) and 2 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.

The issuer belongs to the sponsor group Emrose (2 issuers, $161.6M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Emrose has 2 companies on file and $161.6M 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 (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 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 18 public filings for Patrick M. Tenney and found 4 differences: Patrick M. Tenney's role changed at Mt. Tam Partners, L.P.: executive officer, promoter → executive officer; Minimum investment changed between filings; 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 M. Tenney has not run yet — it is joining a line of 21,229 names; searches run around the clock at the hosts' allowed rate. Searched so far: 337 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

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: NV (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 M. Tenney..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

3 cases: 3 closed (disposition not in docket feed)

Patrick S. Tenney closed
United States Bankruptcy Court, D. Massachusetts · No. 18-40216 · Filed Feb 9, 2018 · Closed Jul 11, 2018
Role of Patrick S. Tenney: Debtor · Outcome: Case closed 2018-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in MA (not a filing state); middle initial differs
Patrick N Tenney and Sandra D Tenney closed
United States Bankruptcy Court, N.D. Ohio · No. 13-40997 · Filed May 4, 2013 · Closed Sep 13, 2013
Role of Patrick N Tenney and Sandra D Tenney: Debtor · Outcome: Case closed 2013-09-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in OH (not a filing state); middle initial differs
Patrick N. Tenney and Kendra L. Tenney closed
United States Bankruptcy Court, N.D. West Virginia · No. 5:90-bk-50764 · Filed Sep 7, 1990 · Closed Feb 8, 1991
Role of Patrick N. Tenney and Kendra L. Tenney: Debtor · Outcome: Case closed 1991-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in WV (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

4 differences found between the filings for Patrick M. Tenney (compared 18 filings on Oct 24, 2026)

Note · Oct 3, 2011 – Sep 28, 2012

Patrick M. Tenney's role changed at Mt. Tam Partners, L.P.: executive officer, promoter → executive officer

The Oct 3, 2011 filing lists Patrick M. Tenney as executive officer, promoter; the Sep 28, 2012 Form D/A lists executive officer.

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

Sources
Note · Oct 15, 2010 – Oct 3, 2011

Minimum investment changed between filings — Mt. Tam Partners, L.P.

The Oct 15, 2010 filing lists a minimum of $1,000,000; the Oct 3, 2011 Form D/A lists $500,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Oct 6, 2009 – Aug 29, 2017

Patrick M. Tenney is written 2 different ways on the filings

listed as "Patrick Tenney" on 8 filings (from Oct 6, 2009), and "Patrick M. Tenney" on 10 filings (from Aug 29, 2017).

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.

Sources
Note · Jul 13, 2023 – Apr 23, 2024

Address moved from Mill Valley, CA to Kentfield, CA — Mt. Tam Partners, L.P.

The people listed on the Jul 13, 2023 filing give Mill Valley, CA; on the Apr 23, 2024 filing they give Kentfield, CA.

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.

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

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 23, 2026 D/A
Mt. Tam Partners, L.P.
File 021-134996
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗

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 1

Every issuer that named Patrick M. Tenney 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: Emrose

Mt. Tam Partners, L.P.

Kentfield, CA · Oct 6, 2009 → Mar 23, 2026 · 18 filings
  • Mar 23, 2026 · D/A · $95,714,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Apr 17, 2025 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Apr 23, 2024 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Jul 13, 2023 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 3, 2022 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 11, 2021 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 11, 2020 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 16, 2019 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 21, 2018 · D/A · $80,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 29, 2017 · D/A · $78,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Aug 31, 2016 · D/A · $78,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Sep 2, 2015 · D/A · $78,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Sep 17, 2014 · D/A · $78,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Sep 18, 2013 · D/A · $78,214,504 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Sep 28, 2012 · D/A · $76,814,504 sold of Indefinite · 19 investors · min. $500,000 · role: Executive Officer (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Oct 3, 2011 · D/A · $65,664,505 sold of Indefinite · 10 investors · min. $500,000 · role: Executive Officer, Promoter (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Oct 15, 2010 · D/A · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer, Promoter (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗
  • Oct 6, 2009 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer, Promoter (LLC Manager of Mt. Tam Capital Management, LLC, General Partner) EDGAR ↗

Raised $95.7M from 21 investors as of the latest filing. Patrick is listed as executive officer, promoter on 18 filings for this deal.

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.

People around Patrick 7

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

Management entity

Mt. Tam Capital Management, LLC

Executive Officer, Promoter · 18 shared filings (1 issuer)

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

Management entity

Michael Waldron

Executive Officer · 6 shared filings (1 issuer)

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

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

John D. Botti

Executive Officer, Promoter · 18 shared filings (1 issuer) · also on 1 other issuer

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

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

Michael Waldron

Executive Officer, Promoter · 12 shared filings (1 issuer)

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

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

David Wagonfeld

Executive Officer, Promoter · 5 shared filings (1 issuer) · also on 3 other issuers

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

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

Ted Johann

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

Ted Johann is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Karen Leshner

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

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

The team behind the deals

Sponsor group

Emrose

2 issuers · 36 filings · $161.6M reported sold · 2009–2026

One team, 2 deal companies. Patrick M. Tenney is listed on 1 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 M. Tenney.

Same business address

1 other issuer file from the same address

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)

None of the 1 issuer this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 M. Tenney 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 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick M. Tenney is listed on: none on file. No website or social profile named in Mt. Tam Partners, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #36,025 of 374,652 in line (542 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 (Kentfield, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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