Form D · Private Equity Fund

BBH Wealth Strategies, LLC - AH Series 2

New York, NY · CIK 0002025738

Offering snapshot reported Jun 12, 2025 · SEC filing

Reported sold
$159M
Indefinite offering
Investors reported
353
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 29, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$79.7M$159MJun 12, 2024: $113,183,000.00Jun 12, 2024Jun 12, 2025: $159,438,000.00Jun 12, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$113,183,000 → $159,438,000
  • Reported investors352 → 353

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 12, 2025Amendment$159,438,000$46,255,000vs Jun 12, 2024353SEC filing
Jun 12, 2024Initial$113,183,000No comparison352SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-515834

Source: Form D, filed Jun 12, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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.

People and organizations reported in Form D filings
NameReported role
. Brown Brothers Harriman & Co. Executive
William S. Grant Executive
Amy Kirkpatrick Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Broadway
New York, NY, 10005