Form D · Private Equity Fund

BBH Wealth Strategies, LLC - BBH Capital Partners V Series

New York, NY · CIK 0001648282

Offering snapshot reported Jul 15, 2016 · SEC filing

Reported sold
$293M
Indefinite offering
Investors reported
362
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 30, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$146M$293MJul 16, 2015: $256,110,000.00Jul 16, 2015Jul 15, 2016: $292,535,000.00Jul 15, 2016

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$256,110,000 → $292,535,000
  • Reported investors316 → 362

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2016Amendment$292,535,000$36,425,000vs Jul 16, 2015362SEC filing
Jul 16, 2015Initial$256,110,000No comparison316SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-243893

Source: Form D, filed Jul 15, 2016. 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
Christian M. Brunet Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Broadway
New York, NY, 10005