Form D · Private Equity Fund
BIRCH HILL EQUITY PARTNERS (US) V, LP
Toronto, A6 · CIK 0001638039
Offering snapshot reported Dec 24, 2015 · SEC filing
- Reported sold
- $1.28B Offering amount: $1.29B
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 31, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 21
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 24, 2015 | Amendment | $1,282,960,000 | No comparison | 21 | SEC filing |
| Mar 30, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.43M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-236887
Amounts are in Canadian dollars.
Amounts are in Canadian dollars.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Shannon Advisors LLC | 150305 | Timothy O'Gara · CRD 2640600 |
Source: Form D, filed Dec 24, 2015. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BIRCH HILL EQUITY PARTNERS (US) V, LP
Investment adviser: BIRCH HILL EQUITY PARTNERS MANAGEMENT INC.
- Gross asset value
- $772M
- Beneficial owners
- 44
- ADV minimum commitment
- $10M
Reported in Form ADV on Mar 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 1208
Filing source
Form ADV 2074762 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-4490138564
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| , Issuer's General Partner Birch Hill Equity Partners Management Inc. | Executive |
| Stephen J. Dent | Director, Executive, Promoter |
| Paul R. Henry | Executive |
| Stacey Hoisak | Executive |
| Matthew Kunica | Executive |
| John T. Loh | Executive |
| John B. Mac Intyre | Director, Executive, Promoter |
| Michael R. Mazan | Executive |
| Michael J. Salamon | Director, Executive |
| David G. Samuel | Director, Executive, Promoter |
| Pierre J. Schuurmans | Executive |
| Thecla E. Sweeney | Executive, Promoter |
| Peter Zissis | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Toronto, A6, M5K 1A1