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

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Robert E. Patterson

Named as an officer, director or promoter on SEC Form D filings · MD · Mar 16, 2012 → Mar 17, 2015

1deal (issuers)
$508.6Mreported sold
2,913investors
4Form D filings
2012–2015years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:25 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert E. Patterson is listed as a director on 4 SEC Form D filings by 1 issuer between Mar 2012 and Mar 2015: Campbell Multi-Strategy Trust (Baltimore, MD — pooled investment fund — 2012–2015; $508.6M reported sold to 2,913 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 Douglas W. Brinkley (4 shared filings), G. William Andrews (4 shared filings), Gregory T. Donovan (4 shared filings), Robert G. Merrick (4 shared filings), Russell A. Fleming (4 shared filings) and 7 others.

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

The issuer belongs to the sponsor group Campbell (7 issuers, $7.26B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Campbell has 7 companies on file and $7.26B 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) — 6 bankruptcy cases matching the name listed in Key records below.

What this means 6 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 4 public filings for Robert E. Patterson and found 8 differences, 2 worth asking the sponsor about: Investor count went down 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 Robert E. Patterson has not run yet — it is joining a line of 14,675 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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, 2:25 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: 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 Robert E. Patterson..

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

6 cases: 6 closed (disposition not in docket feed)

Robert L. Patterson and Dawn E. Patterson closed
United States Bankruptcy Court, D. Maryland · No. 09-27959 · Filed Sep 23, 2009 · Closed Jan 14, 2010
Role of Robert L. Patterson and Dawn E. Patterson: Debtor · Outcome: Case closed 2010-01-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 640 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MD); middle initial differs
Robert E. Patterson closed
United States Bankruptcy Court, D. Maryland · No. 05-10528 · Filed Jan 10, 2005 · Closed Oct 3, 2006
Role of Robert E. Patterson: Debtor · Outcome: Case closed 2006-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 640 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MD)
Robert E. Patterson closed
United States Bankruptcy Court, D. Maryland · No. 04-11686 · Filed Jan 23, 2004 · Closed Apr 5, 2005
Role of Robert E. Patterson: Debtor · Outcome: Case closed 2005-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 640 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MD)
Robert E. Patterson closed
United States Bankruptcy Court, D. Maryland · No. 03-59629 · Filed Jun 13, 2003 · Closed May 5, 2005
Role of Robert E. Patterson: Debtor · Outcome: Case closed 2005-05-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 640 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MD)
Robert E. Patterson closed
United States Bankruptcy Court, D. Maryland · No. 01-67457 · Filed Nov 15, 2001 · Closed Oct 20, 2004
Role of Robert E. Patterson: Debtor · Outcome: Case closed 2004-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 640 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MD)
Robert L. Patterson closed
United States Bankruptcy Court, D. Maryland · No. 01-52056 · Filed Feb 12, 2001 · Closed May 31, 2001
Role of Robert L. Patterson: Debtor · Outcome: Case closed 2001-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 640 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MD); 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, 2:25 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

8 differences found between the filings for Robert E. Patterson — 2 worth asking about (compared 4 filings on Oct 24, 2026)

Worth asking · Mar 17, 2014 – Mar 17, 2015

Investor count went down between filings — Campbell Multi-Strategy Trust

The Mar 17, 2014 filing reports 1,167 investors; the Mar 17, 2015 Form D/A reports 1,073 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Mar 16, 2012 – Mar 8, 2013

Investor count went down between filings — Campbell Multi-Strategy Trust

The Mar 16, 2012 filing reports 2,913 investors; the Mar 8, 2013 Form D/A reports 1,033 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Note · Mar 15, 2011 – Mar 16, 2012

CRD number for JAE Investments, Inc. appears on one filing and not another — Campbell Multi-Strategy Trust

The Mar 16, 2012 filing lists JAE Investments, Inc. with CRD 42807; the Mar 15, 2011 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Sources
Note · Mar 31, 2006 – Mar 17, 2015

No amendment in the last 12 months on an offering that may still be open — Campbell Multi-Strategy Trust (latest filing Mar 17, 2015)

The latest filing for this offering is dated Mar 17, 2015 (first sale Mar 31, 2006). It reports $508,641,999 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.

Sources
Note · Apr 13, 2026

Same name, different state: "Robert Patterson" (MI) is a separate record

This page covers filings where the address state is MD. A separate record, "Robert Patterson" with address state MI, is listed on 1 filing — most recently by Cirqa Inc. (Apr 13, 2026). The two records do not overlap in time: this page runs Mar 16, 2012 to Mar 17, 2015; the other has one filing dated Apr 13, 2026.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jan 12, 2026 – Jan 15, 2026

Same name, different state: "Robert Patterson" (CO) is a separate record

This page covers filings where the address state is MD. A separate record, "Robert Patterson" with address state CO, is listed on 2 filings — most recently by Pivotal Space, Inc. (Jan 15, 2026). The two records do not overlap in time: this page runs Mar 16, 2012 to Mar 17, 2015; the other runs Jan 12, 2026 to Jan 15, 2026.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 22, 2012 – Dec 11, 2012

Same name, different state: "Robert Patterson" (MA) is a separate record

This page covers filings where the address state is MD. A separate record, "Robert Patterson" with address state MA, is listed on 39 filings — most recently by Barrow, Hanley, Mewhinney & Strauss High Yield Fixed Income Fund (Dec 21, 2012). Both records have filings in the same period (Mar 16, 2012 to Dec 11, 2012).

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.

Sources
Note · Jul 28, 2009

Same name, different state: "Robert Patterson" (FL) is a separate record

This page covers filings where the address state is MD. A separate record, "Robert Patterson" with address state FL, is listed on 1 filing — most recently by U.S. Refractory Products, LLC (Jul 28, 2009). The two records do not overlap in time: this page runs Mar 16, 2012 to Mar 17, 2015; the other has one filing dated Jul 28, 2009.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

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 1 offering reports sales commissions totalling $17,538,149; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 17, 2015 D/A
Campbell Multi-Strategy Trust
File 021-90583
$17,538,149 (est.)$0$0Altegris Investments, Inc. BrokerCheck CRD 8528 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Campbell Financial Services, Inc. BrokerCheck CRD 42953 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗
David A. Noyes & Company BrokerCheck CRD 205 ↗
Futures Investment Company BrokerCheck CRD 42402 ↗
Geneos Wealth Management, Inc. BrokerCheck CRD 120894 ↗
JAE Investments, Inc. BrokerCheck CRD 42807 ↗
Janney Montgomery Scott, LLC BrokerCheck CRD 463 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
LPL Financial Corporation BrokerCheck CRD 6413 ↗
Merrill Lynch, Pierce, Fenner & Smith, Inc. BrokerCheck CRD 7691 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Oppenheimer & Co., Inc. BrokerCheck CRD 249 ↗
Prospera Financial Services, Inc. BrokerCheck CRD 10740 ↗
Raymond James & Associates, Inc BrokerCheck CRD 705 ↗
RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
BB&T Scott & Stringfellow, Inc. BrokerCheck CRD 142785 ↗
Silver Oak Securities, Inc. BrokerCheck CRD 46947 ↗
Stephens, Inc. BrokerCheck CRD 3496 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗
Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗
Winslow, Evans & Crocker, Inc. BrokerCheck CRD 29686 ↗
HighTower Securities, LLC BrokerCheck CRD 116681 ↗
Lincoln Investment Planning BrokerCheck CRD 519 ↗
Rockfleet BrokerCheck CRD 149325 ↗
Titan Securities BrokerCheck CRD 131392 ↗
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 1

Every issuer that named Robert E. Patterson 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: Campbell

Campbell Multi-Strategy Trust

Baltimore, MD · Mar 16, 2012 → Mar 17, 2015 · 4 filings
  • Mar 17, 2015 · D/A · $508,641,999 sold of Indefinite · 1,073 investors · min. $25,000 · role: Director EDGAR ↗
  • Mar 17, 2014 · D/A · $492,437,390 sold of Indefinite · 1,167 investors · min. $25,000 · role: Director EDGAR ↗
  • Mar 8, 2013 · D/A · $433,569,486 sold of Indefinite · 1,033 investors · min. $25,000 · role: Director EDGAR ↗
  • Mar 16, 2012 · D/A · $410,763,117 sold of Indefinite · 2,913 investors · min. $25,000 · role: Director EDGAR ↗

Raised $508.6M from 2,913 investors as of the latest filing. Robert is listed as director on 4 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.

Other pages with the same name (4)

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

  • Robert Patterson — MA, 31 issuers, Feb 22, 2012 → Dec 11, 2012 · no shared issuer
  • Robert Patterson — FL, 1 issuer, Jul 28, 2009 → Jul 28, 2009 · no shared issuer
  • Robert Patterson — CO, 1 issuer, Jan 12, 2026 → Jan 15, 2026 · no shared issuer
  • Robert Patterson — MI, 1 issuer, Apr 13, 2026 → Apr 13, 2026 · no shared issuer

People around Robert 12

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

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

Thomas P. Lloyd

Executive Officer · 4 shared filings (1 issuer) · also on 6 other issuers

Thomas P. Lloyd is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Gregory T. Donovan

Executive Officer · 4 shared filings (1 issuer) · also on 6 other issuers

Gregory T. Donovan is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

G. William Andrews

Executive Officer · 4 shared filings (1 issuer) · also on 6 other issuers

G. William Andrews is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Russell A. Fleming

Director · 4 shared filings (1 issuer)

Listed on the same filings as Robert E. Patterson. Their page shows their other deals.

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

Douglas W. Brinkley

Director · 4 shared filings (1 issuer)

Listed on the same filings as Robert E. Patterson. Their page shows their other deals.

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

Robert G. Merrick

Director · 4 shared filings (1 issuer)

Listed on the same filings as Robert E. Patterson. Their page shows their other deals.

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

Tracy Wills-Zapata

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

Tracy Wills-Zapata is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Mike Harris

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Robert E. Patterson. Their page shows their other deals.

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

Heidi L. Kaiser

Executive Officer · 2 shared filings (1 issuer) · also on 5 other issuers

Heidi L. Kaiser is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephen C. Roussin

Executive Officer, Director · 1 shared filing (1 issuer) · also on 5 other issuers

Stephen C. Roussin is on 6 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Campbell

7 issuers · 90 filings · $7.26B reported sold · 2009–2026

One team, 7 deal companies. Robert E. Patterson 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 Robert E. Patterson.

Same business address

51 other issuers file from the same address (first 50 shown)

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. 1 of the 1 issuer this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Campbell Multi-Strategy Trust.

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 Robert E. Patterson 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 Robert E. Patterson is listed on: none on file. No website or social profile named in Campbell Multi-Strategy Trust's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #306,345 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 (Baltimore, MD). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

No corrections have been requested for this page.

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