- 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.
8 filings in the last 730 days matching your filters · page 1 of 1
| Score | Filed | Issuer | Type | Stage | Offering | Sold | Location | Flags | Source |
|---|---|---|---|---|---|---|---|---|---|
| 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 | 2025-06-12 | BBH Wealth Strategies, LLC - AH Series 2 | Private equity / buyout | Open-ended | Indefinite | $159.4M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 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 |
| 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 |
| 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 | 2026-02-06 | BBH Wealth Strategies, LLC - Barings Loan Series | Private equity / buyout | Open-ended | Indefinite | $520.9M | NEW YORK, NY | 3(c)(7) — qualified purchasers | EDGAR |
| 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 |
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