Form D · Hedge Fund
BBH Wealth Strategies, LLC - AltaRock Partners Series
New York, NY · CIK 0001630718
Offering snapshot reported Jan 22, 2026 · SEC filing
- Reported sold
- $2.06B Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 22, 2026 | Amendment | $2,056,016,266 | No comparison | Not reported | SEC filing |
| Jan 23, 2025 | Amendment | $1,850,222,090 | $177,726,393vs Jan 25, 2024 | 2,219 | SEC filing |
| Jan 25, 2024 | Amendment | $1,672,495,697 | $96,981,214vs Jan 26, 2023 | 2,024 | SEC filing |
| Jan 26, 2023 | Amendment | $1,575,514,483 | $127,034,502vs Jan 27, 2022 | 1,947 | SEC filing |
| Jan 27, 2022 | Amendment | $1,448,479,981 | $311,296,304vs Jan 27, 2021 | 1,763 | SEC filing |
| Jan 27, 2021 | Amendment | $1,137,183,677 | $251,728,540vs Jan 27, 2020 | 1,397 | SEC filing |
| Jan 27, 2020 | Amendment | $885,455,137 | $176,248,359vs Jan 28, 2019 | 1,173 | SEC filing |
| Jan 28, 2019 | Amendment | $709,206,778 | $121,937,828vs Jan 26, 2018 | 984 | SEC filing |
| Jan 26, 2018 | Amendment | $587,268,950 | $86,893,500vs Jan 26, 2017 | 841 | SEC filing |
| Jan 26, 2017 | Amendment | $500,375,450 | $109,467,700vs Jan 26, 2016 | 734 | SEC filing |
| Jan 26, 2016 | Amendment | $390,907,750 | $351,386,500vs Jan 26, 2015 | 606 | SEC filing |
| Jan 26, 2015 | Initial | $39,521,250 | No comparison | 213 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-232836
Source: Form D, filed Jan 22, 2026. 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
BBH WEALTH STRATEGIES, LLC - ALTAROCK PARTNERS SERIES
Investment adviser: ALTAROCK PARTNERS LP
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Apr 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2098805 · Apr 24, 2026 · Schedule D 7.B.(1), fund 805-4737776301
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 |
|---|---|
| N/A Brown Brothers Harriman & Co. | Executive |
| . Brown Brothers Harriman & Co. | Executive |
| Christian Brunet | Executive |
| William S. Grant | Executive |
| Amy Kirkpatrick | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10005