- Fund vehicles
- 19
- Launches
- 9
- Form D filings
- 27
- First seen
- 2024-10-08
- Latest filing
- 2026-08-13
- Based in
- New York, E9
BBH Wealth Strategies: Form D filings
Every fund vehicle filed under the BBH Wealth Strategies name since 2024: original launches and D/A raise updates, with offering size, stage, strategy and the people on each filing. Sponsor identity is inferred from the entity name; verify on the filing.
25 filings in the last 730 days · page 1 of 1
| Score | Filed | Issuer | Type | Stage | Offering | Sold | Location | Flags | Source |
|---|---|---|---|---|---|---|---|---|---|
| 72 | 2026-08-13 | BBH Wealth Strategies Unit Trust - Active Extension Global Equity Sub-Trust | Other fund | Open-ended | Indefinite | $46.6M | Camana Bay, Cayman Islands | 3(c)(7) — qualified purchasersFirst filing by this entity | EDGAR |
| 72 | 2026-07-15 | BBH Wealth Strategies, LLC - SkyKnight Capital Fund V Series | Private equity / buyout | Open-ended | Indefinite | $25M | NEW YORK, NY | 3(c)(7) — qualified purchasersFirst filing by this entityrepeat_fund_numeral | EDGAR |
| 37 | 2026-06-18 | BBH Wealth Strategies, LLC - Soroban Series | Hedge fund | Open-ended | Indefinite | $541.4M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 77 | 2026-04-14 | BBH Wealth Strategies, LLC - Wellington International Fundamental Growth Series | Hedge fund | Open-ended | Indefinite | $26.2M | NEW YORK, NY | 3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody | EDGAR |
| 37 | 2026-03-05 | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | Hedge fund | Open-ended | Indefinite | $885.8M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2026-02-06 | BBH Wealth Strategies, LLC - Bowie Global Equity Series | Hedge fund | Open-ended | Indefinite | $1.29B | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2026-02-06 | BBH Wealth Strategies, LLC - Barings Loan Series | Private equity / buyout | Open-ended | Indefinite | $520.9M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2026-02-06 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | Private equity / buyout | Open-ended | Indefinite | $162.1M | Grand Cayman, Cayman Islands | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2026-01-22 | BBH Wealth Strategies, LLC - AltaRock Partners Series | Hedge fund | Open-ended | Indefinite | $2.06B | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2026-01-22 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | Hedge fund | Open-ended | Indefinite | $1.44B | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 77 | 2025-12-30 | BBH Wealth Strategies Unit Trust - Harvey Capital Partners Sub-Trust | Hedge fund | Open-ended | Indefinite | $17.7M | Camana Bay, Cayman Islands | 3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody | EDGAR |
| 77 | 2025-12-30 | BBH Wealth Strategies, LLC - Harvey Capital Partners Series | Hedge fund | Open-ended | Indefinite | $335.6M | NEW YORK, NY | 3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody | EDGAR |
| 72 | 2025-11-24 | BBH Wealth Strategies Unit Trust - Braemont Partners II Sub-Trust | Private equity / buyout | Open-ended | Indefinite | $19.2M | Camana Bay, Cayman Islands | 3(c)(7) — qualified purchasersFirst filing by this entityrepeat_fund_numeral | EDGAR |
| 72 | 2025-11-24 | BBH Wealth Strategies, LLC - Braemont Partners II Series | Private equity / buyout | Open-ended | Indefinite | $211.8M | NEW YORK, NY | 3(c)(7) — qualified purchasersFirst filing by this entityrepeat_fund_numeral | EDGAR |
| 37 | 2025-10-09 | BBH Wealth Strategies, LLC - Select Equity Series | Hedge fund | Open-ended | Indefinite | $2.34B | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-09-09 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | Hedge fund | Open-ended | Indefinite | $921.1M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 77 | 2025-06-25 | BBH Wealth Strategies, LLC - Soroban Series | Hedge fund | Open-ended | Indefinite | $136.4M | NEW YORK, NY | 3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody | EDGAR |
| 37 | 2025-06-12 | BBH Wealth Strategies, LLC - AH Series 2 | Private equity / buyout | Open-ended | Indefinite | $159.4M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-06-06 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | Hedge fund | Open-ended | Indefinite | $320.2M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-03-05 | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | Hedge fund | Open-ended | Indefinite | $753.6M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-02-06 | BBH Wealth Strategies, LLC - Bowie Global Equity Series | Hedge fund | Open-ended | Indefinite | $917.2M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-02-06 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | Private equity / buyout | Open-ended | Indefinite | $162.1M | Grand Cayman, Cayman Islands | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-02-06 | BBH Wealth Strategies, LLC - Barings Loan Series | Private equity / buyout | Open-ended | Indefinite | $511.6M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-01-23 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | Hedge fund | Open-ended | Indefinite | $1.28B | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 37 | 2025-01-23 | BBH Wealth Strategies, LLC - AltaRock Partners Series | Hedge fund | Open-ended | Indefinite | $1.85B | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
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