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Patrick Conroy

Named as an officer, director or promoter on SEC Form D filings · TN, United States (as filed: X1) · Sep 7, 2010 → Jun 12, 2025

10deals (issuers)
$135.4Mreported sold
230investors
28Form D filings
2010–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:22 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Patrick Conroy is listed as an executive officer, director, and promoter on 28 SEC Form D filings by 10 issuers between Sep 2010 and Jun 2025. Largest by amount reported sold: AF HoldCo, LLC (Nashville, TN — other banking and financial services — 2016–2020; $71.3M reported sold to 71 investors), Lorrha Funding Trust (Wilmington, DE — other banking and financial services — 2020–2021; $33.4M reported sold to 53 investors), Harpeth Financial Services, LLC (Nashville, TN — other banking and financial services — 2010–2017; $17M reported sold to 31 investors), Tennessee Action 24/7, LLC (Nashville, TN — industry reported as "Other" — 2019; $5.33M reported sold to 34 investors), Chalkline Sports, Inc. (Nashville, TN — other technology — 2021; $2.67M reported sold to 14 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 15 years. Across those companies the filings report $135.4M sold in total.

Listed alongside Tina Hodges (17 shared filings), Michael L. Hodges (16 shared filings), Charles Bryan Link (3 shared filings), Keith Jeffrey Smith (3 shared filings), Brent Gay (2 shared filings) and 14 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 issuers belong to 4 sponsor groups: Lorrha Funding (2 issuers, $34.4M reported sold, 2020–2025), Chalkline (2 issuers, $3.8M reported sold, 2020–2021), Harpeth (2 issuers, $88.4M reported sold, 2010–2026) and Bridge (3 issuers, $2.7M reported sold, 2009–2018).

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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 10 bankruptcy cases matching the name listed in Key records below.

What this means 10 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 28 public filings for Patrick Conroy and found 17 differences, 3 worth asking the sponsor about: 35% of the money raised went to insiders; Form D filed 169 days after the first sale; 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 Conroy has not run yet — it is joining a line of 25,345 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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, 2:22 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: VA (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 Conroy..

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 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

10 cases: 1 open, 9 closed (disposition not in docket feed)

Patrick J. Conroy and Josephine Ann Marie Conroy open
United States Bankruptcy Court, D. Connecticut · No. 17-51536 · Filed Dec 27, 2017
Role of Patrick J. Conroy and Josephine Ann Marie Conroy: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in CT (not a filing state)
Patrick W. Conroy closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:08-bk-51577 · Filed Jun 3, 2008 · Closed Sep 24, 2008
Role of Patrick W. Conroy: Debtor · Outcome: Case closed 2008-09-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
Patrick M. Conroy closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 05-38755 · Filed Oct 14, 2005 · Closed Jun 1, 2006
Role of Patrick M. Conroy: Debtor · Outcome: Case closed 2006-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
Patrick T. Conroy and Diana J. Conroy closed
United States Bankruptcy Court, N.D. Iowa · No. 05-05678 · Filed Oct 10, 2005 · Closed Feb 3, 2006
Role of Patrick T. Conroy and Diana J. Conroy: Debtor · Outcome: Case closed 2006-02-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in IA (not a filing state)
Patrick E Conroy closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-04-17670 · Filed Oct 27, 2004 · Closed Aug 6, 2007
Role of Patrick E Conroy: Debtor · Outcome: Case closed 2007-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in WI (not a filing state)
Patrick Conroy and Yvette Conroy closed
United States Bankruptcy Court, E.D. New York · No. 1-98-13873 · Filed Mar 25, 1998 · Closed Aug 19, 1998
Role of Patrick Conroy and Yvette Conroy: Debtor · Outcome: Case closed 1998-08-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in NY (not a filing state)
Patrick S Conroy and Cynthia D Conroy closed
United States Bankruptcy Court, C.D. California · No. 6:97-bk-15979 · Filed Apr 3, 1997 · Closed Jul 28, 1997
Role of Patrick S Conroy and Cynthia D Conroy: Debtor · Outcome: Case closed 1997-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
Patrick M Conroy, JR and Brenda K Conroy closed
United States Bankruptcy Court, N.D. Illinois · No. 95-26025 · Filed Dec 6, 1995 · Closed Apr 1, 1996
Role of Patrick M Conroy, JR: Debtor · Outcome: Case closed 1996-04-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
Patrick J Conroy and Nancy J Conroy closed
United States Bankruptcy Court, N.D. Illinois · No. 95-06348 · Filed Mar 31, 1995 · Closed Jul 24, 1995
Role of Patrick J Conroy and Nancy J Conroy: Debtor · Outcome: Case closed 1995-07-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
Patrick M. Conroy closed
United States Bankruptcy Court, E.D. Virginia · No. 93-23697 · Filed Jul 20, 1993 · Closed Nov 16, 1993
Role of Patrick M. Conroy: Debtor · Outcome: Case closed 1993-11-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 23 federal dockets); 3 people with this name in Form D filings; court in VA (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, 2:22 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

17 differences found between the filings for Patrick Conroy — 3 worth asking about (compared 28 filings on Oct 24, 2026)

Note · Sep 11, 2017 – Mar 19, 2025

40 bankruptcy cases name the subject or team members

Bankruptcy case: Smith v. Harpeth Financial Services LLC — filed Mar 19, 2025 · Bankruptcy case: Waters v. Harpeth Financial Services, LLC — filed Sep 18, 2024 · Bankruptcy case: Cox v. Harpeth Financial Services — filed Jun 26, 2023 · Bankruptcy case: Holt v. Harpeth Financial Services, LLC — filed May 25, 2023 · Bankruptcy case: Weaver v. Harpeth Financial Services LLC — filed Jul 19, 2021 · and 35 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, M.D. Tennessee ↗Harpeth Financial Services, LLC — PartnerFacts page ↗Docket · United States Bankruptcy Court, M.D. Tennessee ↗Docket · United States Bankruptcy Court, W.D. Tennessee ↗
Sources
Worth asking · Sep 7, 2010

35% of the money raised went to insiders — Harpeth Financial Services, LLC

The Sep 7, 2010 Form D reports $2,000,000 sold and $700,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "A distribution of capital in the estimated amount of $700,000 will be made to one member who is also a director/executive officer.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Sep 7, 2010 ↗Harpeth Financial Services, LLC — PartnerFacts page ↗
Sources
Note · May 25, 2021

Patrick Conroy appears on 1 deal that stopped filing before reaching its target

Olura, LLC (last filing May 25, 2021; $200,010 sold of $1,000,020). 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.

Olura, LLC — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2020 – May 27, 2021

Form D filed 169 days after the first sale — Chalkline Sports, Inc.

The filing says the first sale was Dec 9, 2020. The Form D was filed May 27, 2021 — 169 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 154 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · May 27, 2021 ↗Chalkline Sports, Inc. — PartnerFacts page ↗
Sources
Note · Nov 18, 2019 – Dec 13, 2019

Form D filed 25 days after the first sale — Tennessee Action 24/7, LLC

The filing says the first sale was Nov 18, 2019. The Form D was filed Dec 13, 2019 — 25 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 10 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 13, 2019 ↗Tennessee Action 24/7, LLC — PartnerFacts page ↗
Sources
Note · Jun 29, 2016 – Jul 18, 2016

Form D filed 19 days after the first sale — Miami Dade, LLC

The filing says the first sale was Jun 29, 2016. The Form D was filed Jul 18, 2016 — 19 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 4 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 18, 2016 ↗Miami Dade, LLC — PartnerFacts page ↗
Sources
Note · Aug 23, 2010 – Sep 2, 2021

15 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 — Lorrha Funding Trust (latest filing Sep 2, 2021) · No amendment in the last 12 months on an offering that may still be open — Chalkline Sports, Inc. (latest filing May 27, 2021) · No amendment in the last 12 months on an offering that may still be open — Olura, LLC (latest filing May 25, 2021) · No amendment in the last 12 months on an offering that may still be open — AF HoldCo, LLC (latest filing Aug 25, 2020) · No amendment in the last 12 months on an offering that may still be open — Chalkline Partners, LLC (latest filing Mar 11, 2020) · and 10 more

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/A · Sep 2, 2021 ↗Lorrha Funding Trust — PartnerFacts page ↗Form D · May 27, 2021 ↗Chalkline Sports, Inc. — PartnerFacts page ↗
Sources
Worth asking · Sep 12, 2017 – Sep 11, 2018

Patrick Conroy is no longer listed on the Sep 11, 2018 amendment — Harpeth Financial Services, LLC

Patrick Conroy appears on the Sep 12, 2017 Form D/A (executive officer) but not on the Sep 11, 2018 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/A · Sep 12, 2017 ↗Form D/A · Sep 11, 2018 ↗Patrick Conroy — PartnerFacts page ↗Harpeth Financial Services, LLC — PartnerFacts page ↗
Sources
Note · Apr 11, 2017 – Aug 26, 2019

Patrick Conroy's role changed at AF HoldCo, LLC: executive officer, promoter → promoter

The Apr 11, 2017 filing lists Patrick Conroy as executive officer, promoter; the Aug 26, 2019 Form D lists promoter.

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

Form D/A · Apr 11, 2017 ↗Form D · Aug 26, 2019 ↗Patrick Conroy — PartnerFacts page ↗AF HoldCo, LLC — PartnerFacts page ↗
Sources
Note · Jun 17, 2024 – Jun 12, 2025

Offering amount changed between filings — Lorrha Funding Trust, Series SPL-IV

The Jun 17, 2024 filing says $700,000 offered; the Jun 12, 2025 Form D/A says $1,000,000.

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) · Jun 17, 2024 ↗Form D/A (later) · Jun 12, 2025 ↗Lorrha Funding Trust, Series SPL-IV — PartnerFacts page ↗
Sources
Note · Sep 12, 2016 – Sep 12, 2017

Offering amount changed between filings — Harpeth Financial Services, LLC

The Sep 12, 2016 filing says $5,000,050 offered; the Sep 12, 2017 Form D/A says an indefinite amount.

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) · Sep 12, 2016 ↗Form D/A (later) · Sep 12, 2017 ↗Harpeth Financial Services, LLC — PartnerFacts page ↗
Sources
Note · Feb 16, 2017 – Apr 11, 2017

Offering amount changed between filings — AF HoldCo, LLC

The Feb 16, 2017 filing says $1,000,010 offered; the Apr 11, 2017 Form D/A says an indefinite amount.

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) · Feb 16, 2017 ↗Form D/A (later) · Apr 11, 2017 ↗AF HoldCo, LLC — PartnerFacts page ↗
Sources
Note · Sep 16, 2015 – Sep 12, 2016

Minimum investment changed between filings — Harpeth Financial Services, LLC

The Sep 16, 2015 filing lists a minimum of $0; the Sep 12, 2016 Form D/A lists $100,001.

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

Form D (earlier) · Sep 16, 2015 ↗Form D/A (later) · Sep 12, 2016 ↗Harpeth Financial Services, LLC — PartnerFacts page ↗
Sources
Note · Jul 18, 2016 – Oct 4, 2018

Reported revenue range changed between filings — Miami Dade, LLC

"$1,000,001 - $5,000,000" (Jul 18, 2016); then "$1 - $1,000,000" (Oct 4, 2018).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jul 18, 2016 ↗Form D · Oct 4, 2018 ↗Miami Dade, LLC — PartnerFacts page ↗
Sources
Note · May 30, 2019 – Aug 20, 2026

Same name, different state: "Patrick Conroy" (NY) is a separate record

This page covers filings where the address state is TN or X1. A separate record, "Patrick Conroy" with address state NY, is listed on 3 filings — most recently by Anvil Talent Holdings, Inc. (Aug 20, 2026). Both records have filings in the same period (May 30, 2019 to Jun 12, 2025).

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 Conroy (NY) — PartnerFacts page ↗Form D · Aug 20, 2026 ↗Anvil Talent Holdings, Inc. — PartnerFacts page ↗Patrick Conroy (TN,X1) — this page ↗
Sources
Note · Jan 18, 2022

Same name, different state: "Patrick Conroy" (MD) is a separate record

This page covers filings where the address state is TN or X1. A separate record, "Patrick Conroy" with address state MD, is listed on 1 filing — most recently by Curbio Inc. (Jan 18, 2022). Both records have filings in the same period (Jan 18, 2022).

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 Conroy (MD) — PartnerFacts page ↗Form D · Jan 18, 2022 ↗Curbio Inc. — PartnerFacts page ↗Patrick Conroy (TN,X1) — this page ↗
Sources
Note · Sep 7, 2010 – Jun 12, 2025

Patrick Conroy is listed with 2 different address states: TN, X1

TN on 27 filings (Sep 7, 2010 to Jun 12, 2025); United States (as filed: X1) on 1 filing (Mar 11, 2020).

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 · Sep 7, 2010 ↗Form D · Mar 11, 2020 ↗
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

1 of 20 offerings reports sales commissions totalling $22,000; 0 report finder's fees; 2 report proceeds to related persons totalling $725,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 12, 2025 D/A
Lorrha Funding Trust, Series SPL-IV
File 021-516214
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2021 D/A
Lorrha Funding Trust
File 021-374658
$0$0$0None listed on this filingEDGAR ↗
May 27, 2021 D
Chalkline Sports, Inc.
File 021-400874
$0$0$0None listed on this filingEDGAR ↗
May 25, 2021 D
Olura, LLC
File 021-400496
$0$0$0
This figure excludes ordinary compensation for services.
None listed on this filingEDGAR ↗
Aug 25, 2020 D/A
AF HoldCo, LLC
File 021-347346
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 11, 2020 D
Chalkline Partners, LLC
File 021-362499
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2019 D
Olura, LLC
File 021-355813
$0$0$0
This figure excludes ordinary compensation for services.
None listed on this filingEDGAR ↗
Dec 13, 2019 D
Tennessee Action 24/7, LLC
File 021-355500
$0$0$0
The company will compensate executive officers in the ordinary course of business.
None listed on this filingEDGAR ↗
Oct 4, 2018 D
Miami Dade, LLC
File 021-322845
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2018 D
FSFF Participation Partnership
File 021-304016
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2017 D/A
Harpeth Financial Services, LLC
File 021-247716
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 11, 2017 D/A
AF HoldCo, LLC
File 021-280813
$0$0$0None listed on this filingEDGAR ↗
Jul 18, 2016 D
Miami Dade, LLC
File 021-267233
$0$0$25,000None listed on this filingEDGAR ↗
Jun 17, 2016 D
AF HoldCo, LLC
File 021-265320
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2014 D/A
Harpeth Financial Services, LLC
File 021-183764
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 21, 2014 D
Harpeth Financial Services, LLC
File 021-221464
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 5, 2011 D
Harpeth Financial Services, LLC
File 021-166808
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 24, 2011 D
Harpeth Financial Services, LLC
File 021-161795
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 11, 2011 D
Harpeth Financial Services, LLC
File 021-153393
$0$0$0None listed on this filingEDGAR ↗
Sep 7, 2010 D
Harpeth Financial Services, LLC
File 021-147360
$22,000 (est.)$0$700,000 (est.)
A distribution of capital in the estimated amount of $700,000 will be made to one member who is also a director/executive officer.
Mark B. Frost BrokerCheck CRD 1172405 ↗
via Brown Associates, Inc. (CRD 5049 ↗)
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 10

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

LF
Other Banking and Financial Services · group: Lorrha Funding

Lorrha Funding Trust, Series SPL-IV

Nashville, TN · Jun 17, 2024 → Jun 12, 2025 · 2 filings
  • Jun 12, 2025 · D/A · $1,000,000 sold of $1,000,000 · 6 investors · min. No minimum reported · role: Executive Officer, Director (Manager and Chief Executive Officer of the Administrator of the Issuer) EDGAR ↗
  • Jun 17, 2024 · D · $390,000 sold of $700,000 · 4 investors · min. No minimum reported · role: Executive Officer, Director (Manager and Chief Executive Officer of the Administrator of the Issuer) EDGAR ↗

Raised $1M from 6 investors (100% of the $1M 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 Banking and Financial Services / 506(b) (1,630 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.

LF
Other Banking and Financial Services · group: Lorrha Funding

Lorrha Funding Trust

Wilmington, DE · Sep 2, 2020 → Sep 2, 2021 · 2 filings
  • Sep 2, 2021 · D/A · $33,425,000 sold of Indefinite · 53 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 2, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $33.4M from 53 investors as of the latest filing. Patrick is listed as executive officer 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 Banking and Financial Services / 506(b) (1,630 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.

CS
Other Technology · group: Chalkline

Chalkline Sports, Inc.

Nashville, TN · May 27, 2021
  • May 27, 2021 · D · $2,672,741 sold of $3,000,000 · 14 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.67M from 14 investors (89% of the $3M target) as of the latest filing. Patrick 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 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.

O
Other

Olura, LLC

Franklin, TN · Dec 18, 2019 → May 25, 2021 · 2 filings
  • May 25, 2021 · D · $150,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Dec 18, 2019 · D · $200,010 sold of $1,000,020 · 1 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $200K from 1 investor as of the latest filing. Patrick 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: 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.

AH
Other Banking and Financial Services · group: Harpeth

AF HoldCo, LLC

Nashville, TN · Jun 17, 2016 → Aug 25, 2020 · 5 filings
  • Aug 25, 2020 · D/A · $45,645,012 sold of Indefinite · 71 investors · min. $100,001 · role: Promoter EDGAR ↗
  • Aug 26, 2019 · D · $17,300,001 sold of Indefinite · 22 investors · min. $100,001 · role: Promoter EDGAR ↗
  • Apr 11, 2017 · D/A · $1,100,001 sold of Indefinite · 3 investors · min. $100,001 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 16, 2017 · D · $500,000 sold of $1,000,010 · 1 investors · min. $100,001 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 17, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $71.3M from 71 investors as of the latest filing. Patrick is listed as promoter, executive officer on 5 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 Banking and Financial Services / 506(b) (1,630 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.

CP
Pooled Investment Fund · group: Chalkline

Chalkline Partners, LLC

Nashville, TN · Mar 11, 2020
  • Mar 11, 2020 · D · $1,125,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.13M from 10 investors as of the latest filing. Patrick 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.

TA
Other

Tennessee Action 24/7, LLC

Nashville, TN · Dec 13, 2019
  • Dec 13, 2019 · D · $5,325,000 sold of $10,000,000 · 34 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $5.33M from 34 investors (53% of the $10M target) as of the latest filing. Patrick is listed as executive officer, 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: 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.

MD
Other Banking and Financial Services · group: Bridge

Miami Dade, LLC

Doral, FL · Jul 18, 2016 → Oct 4, 2018 · 2 filings
  • Oct 4, 2018 · D · $204,900 sold of $500,000 · 0 investors · min. $6,100 · role: Director EDGAR ↗
  • Jul 18, 2016 · D · $2,000,000 sold of $2,000,000 · 6 investors · min. $50,000 · role: Director EDGAR ↗

Raised $2M from 6 investors (100% of the $500K target) as of the latest filing. Patrick is listed as 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 Banking and Financial Services / 506(c) (675 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.

FP
Other

FSFF Participation Partnership

Brentwood, TN · Jan 24, 2018
  • Jan 24, 2018 · D · $1,250,000 sold of $1,250,000 · 4 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $1.25M from 4 investors (100% of the $1.25M target) as of the latest filing. Patrick 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: 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.

HF
Other Banking and Financial Services · group: Harpeth

Harpeth Financial Services, LLC

Nashville, TN · Sep 7, 2010 → Sep 12, 2017 · 11 filings
  • Sep 12, 2017 · D/A · $5,825,002 sold of Indefinite · 17 investors · min. $100,001 · role: Executive Officer EDGAR ↗
  • Sep 12, 2016 · D/A · $2,625,000 sold of $5,000,050 · 10 investors · min. $100,001 · role: Executive Officer EDGAR ↗
  • Sep 16, 2015 · D · $600,000 sold of $5,000,050 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 5, 2014 · D/A · $2,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 21, 2014 · D · $4,000,047 sold of $8,000,093 · 1 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 8, 2013 · D/A · $1,950,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 7, 2012 · D · $1,200,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 5, 2011 · D · $3,380,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 24, 2011 · D · $3,765,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 11, 2011 · D · $700,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 7, 2010 · D · $2,000,000 sold of $6,000,154 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $17M from 31 investors as of the latest filing. Patrick is listed as executive officer on 11 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 Banking and Financial Services / 506(b) (1,630 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 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.

  • Patrick Conroy — NY, 3 issuers, May 30, 2019 → Aug 20, 2026 · no shared issuer
  • Patrick Conroy — MD, 1 issuer, Jan 18, 2022 → Jan 18, 2022 · no shared issuer

People around Patrick 19

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

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

Tina Hodges

Executive Officer, Director, Promoter · 17 shared filings (3 issuers) · also on 1 other issuer

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

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

Michael L. Hodges

Executive Officer, Director, Promoter · 16 shared filings (2 issuers) · also on 1 other issuer

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

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

Keith Jeffrey Smith

Executive Officer, Director · 3 shared filings (2 issuers)

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

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

Charles Bryan Link

Executive Officer · 3 shared filings (1 issuer)

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

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

James Richard Chambers

Director · 2 shared filings (1 issuer)

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

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

Jeffrey Smith

Executive Officer · 2 shared filings (1 issuer)

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

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

Brent Gay

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

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

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

Scott Bojczuk

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

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

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

Shannon Britt

Executive Officer, Director, Promoter · 2 shared filings (1 issuer)

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

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

Michael Casalini

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

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

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

Bryan Link

Executive Officer · 1 shared filing (1 issuer)

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

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

ANDREW JACKS

Executive Officer · 1 shared filing (1 issuer)

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

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

Anil Pinapala

Director · 1 shared filing (1 issuer)

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

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

GREGORY P. BUONOCORE

Director · 1 shared filing (1 issuer)

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

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

PAUL JASON FOSTER

Director · 1 shared filing (1 issuer)

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

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

DANIEL KUSTELSKI

Executive Officer, Director · 1 shared filing (1 issuer)

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

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

JOE KUSTELSKI

Executive Officer, Director · 1 shared filing (1 issuer)

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

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

Joseph Doyle

Director · 1 shared filing (1 issuer)

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

The team behind the deals

LF
Sponsor group

Lorrha Funding

2 issuers · 4 filings · $34.4M reported sold · 2020–2025

One team, 2 deal companies. Patrick Conroy 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 Patrick Conroy.

C
Sponsor group

Chalkline

2 issuers · 2 filings · $3.8M reported sold · 2020–2021

One team, 2 deal companies. Patrick Conroy 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 Patrick Conroy.

H
Sponsor group

Harpeth

2 issuers · 21 filings · $88.4M reported sold · 2010–2026

One team, 2 deal companies. Patrick Conroy 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 Patrick Conroy.

B
Sponsor group

Bridge

3 issuers · 4 filings · $2.7M reported sold · 2009–2018

One team, 3 deal companies. Patrick Conroy 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 Conroy.

Same business address

12 other issuers 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 10 issuers 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 Conroy 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 Patrick Conroy is listed on: none on file. No website or social profile named in Tennessee Action 24/7, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #223,420 of 374,652 in line (1,282 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 (Nashville, TN). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Davidson County TN Circuit Court Clerk case search ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗Delaware CourtConnect ↗

Securities regulators

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

Business registries

Tennessee Secretary of State business search ↗Florida Secretary of State business search ↗Delaware Secretary of State business search ↗OpenCorporates ↗

Change history

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