Form D · Private Equity Fund
BBH Wealth Strategies, LLC - Barings Loan Series
New York, NY · CIK 0001696752
Offering snapshot reported Feb 6, 2026 · SEC filing
- Reported sold
- $521M 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 |
|---|---|---|---|---|---|
| Feb 6, 2026 | Amendment | $520,910,100 | No comparison | Not reported | SEC filing |
| Feb 6, 2025 | Amendment | $511,550,100 | $10,195,000vs Feb 7, 2024 | 772 | SEC filing |
| Feb 7, 2024 | Amendment | $501,355,100 | $2,550,000vs Feb 7, 2023 | 739 | SEC filing |
| Feb 7, 2023 | Amendment | $498,805,100 | $4,971,000vs Feb 9, 2022 | 731 | SEC filing |
| Feb 9, 2022 | Amendment | $493,834,100 | $36,006,000vs Feb 12, 2021 | 711 | SEC filing |
| Feb 12, 2021 | Amendment | $457,828,100 | $11,720,000vs Feb 12, 2020 | 652 | SEC filing |
| Feb 12, 2020 | Amendment | $446,108,100 | $68,239,000vs Feb 13, 2019 | 629 | SEC filing |
| Feb 13, 2019 | Amendment | $377,869,100 | $28,269,000vs Feb 13, 2018 | 528 | SEC filing |
| Feb 13, 2018 | Amendment | $349,600,100 | $25,665,000vs Feb 13, 2017 | 520 | SEC filing |
| Feb 13, 2017 | Initial | $323,935,100 | No comparison | 483 | 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
- 021-280557
Source: Form D, filed Feb 6, 2026. 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.
| Name | Reported role |
|---|---|
| . 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:
140 Broadway
New York, NY, 10005
New York, NY, 10005