Fund vehicles: 19
Launches: 9
Form D filings: 27
First seen: 2024-10-08
Latest filing: 2026-08-13
Based in: New York, E9

Hedge fund · 4 Private equity / buyout · 4 Other fund · 1

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.

Table view

Hedge fund · 16 Private equity / buyout · 8 Other fund · 1

25 filings in the last 730 days · page 1 of 1

BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series updates its Form D — $1.28B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $1.28B · NEW YORK, NY · filed 2025-01-23

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - AltaRock Partners Series updates its Form D — $1.85B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $1.85B · NEW YORK, NY · filed 2025-01-23

3(c)(7) — qualified purchasers

BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust updates its Form D — $162.1M sold

Fund raise update · Private equity / buyout · Open-ended · Offering Indefinite · Sold $162.1M · Grand Cayman, Cayman Islands · filed 2025-02-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Barings Loan Series updates its Form D — $511.6M sold

Fund raise update · Private equity / buyout · Open-ended · Offering Indefinite · Sold $511.6M · NEW YORK, NY · filed 2025-02-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Bowie Global Equity Series updates its Form D — $917.2M sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $917.2M · NEW YORK, NY · filed 2025-02-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Trinity Street International Partners Series updates its Form D — $753.6M sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $753.6M · NEW YORK, NY · filed 2025-03-05

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series updates its Form D — $320.2M sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $320.2M · NEW YORK, NY · filed 2025-06-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - AH Series 2 updates its Form D — $159.4M sold

Fund raise update · Private equity / buyout · Open-ended · Offering Indefinite · Sold $159.4M · NEW YORK, NY · filed 2025-06-12

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Soroban Series files an open-ended hedge fund fund

New fund · Hedge fund · Open-ended · Offering Indefinite · Sold $136.4M · NEW YORK, NY · filed 2025-06-25

3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody

BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series updates its Form D — $921.1M sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $921.1M · NEW YORK, NY · filed 2025-09-09

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Select Equity Series updates its Form D — $2.34B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $2.34B · NEW YORK, NY · filed 2025-10-09

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Braemont Partners II Series files an open-ended private equity / buyout fund

New fund · Private equity / buyout · Open-ended · Offering Indefinite · Sold $211.8M · NEW YORK, NY · filed 2025-11-24

3(c)(7) — qualified purchasersFirst filing by this entityrepeat_fund_numeral

BBH Wealth Strategies Unit Trust - Braemont Partners II Sub-Trust files an open-ended private equity / buyout fund

New fund · Private equity / buyout · Open-ended · Offering Indefinite · Sold $19.2M · Camana Bay, Cayman Islands · filed 2025-11-24

3(c)(7) — qualified purchasersFirst filing by this entityrepeat_fund_numeral

BBH Wealth Strategies, LLC - Harvey Capital Partners Series files an open-ended hedge fund fund

New fund · Hedge fund · Open-ended · Offering Indefinite · Sold $335.6M · NEW YORK, NY · filed 2025-12-30

3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody

BBH Wealth Strategies Unit Trust - Harvey Capital Partners Sub-Trust files an open-ended hedge fund fund

New fund · Hedge fund · Open-ended · Offering Indefinite · Sold $17.7M · Camana Bay, Cayman Islands · filed 2025-12-30

3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody

BBH Wealth Strategies, LLC - AltaRock Partners Series updates its Form D — $2.06B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $2.06B · NEW YORK, NY · filed 2026-01-22

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series updates its Form D — $1.44B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $1.44B · NEW YORK, NY · filed 2026-01-22

3(c)(7) — qualified purchasers

BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust updates its Form D — $162.1M sold

Fund raise update · Private equity / buyout · Open-ended · Offering Indefinite · Sold $162.1M · Grand Cayman, Cayman Islands · filed 2026-02-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Barings Loan Series updates its Form D — $520.9M sold

Fund raise update · Private equity / buyout · Open-ended · Offering Indefinite · Sold $520.9M · NEW YORK, NY · filed 2026-02-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Bowie Global Equity Series updates its Form D — $1.29B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $1.29B · NEW YORK, NY · filed 2026-02-06

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Trinity Street International Partners Series updates its Form D — $885.8M sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $885.8M · NEW YORK, NY · filed 2026-03-05

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - Wellington International Fundamental Growth Series files an open-ended hedge fund fund

New fund · Hedge fund · Open-ended · Offering Indefinite · Sold $26.2M · NEW YORK, NY · filed 2026-04-14

3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody

BBH Wealth Strategies, LLC - Soroban Series updates its Form D — $541.4M sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $541.4M · NEW YORK, NY · filed 2026-06-18

3(c)(7) — qualified purchasers

BBH Wealth Strategies, LLC - SkyKnight Capital Fund V Series files an open-ended private equity / buyout fund

New fund · Private equity / buyout · Open-ended · Offering Indefinite · Sold $25M · NEW YORK, NY · filed 2026-07-15

3(c)(7) — qualified purchasersFirst filing by this entityrepeat_fund_numeral

BBH Wealth Strategies Unit Trust - Active Extension Global Equity Sub-Trust files an open-ended other fund fund

New fund · Other fund · Open-ended · Offering Indefinite · Sold $46.6M · Camana Bay, Cayman Islands · filed 2026-08-13

3(c)(7) — qualified purchasersFirst filing by this entity

Free weekly sample: five scored private-fund launches every Monday

One week delayed, headline and summary only, no card. It exists so you can judge the scoring before paying.