Form D · Private Equity Fund

BBH Wealth Strategies, LLC - Braemont Partners Series

New York, NY · CIK 0001877889

Offering snapshot reported Aug 23, 2022 · SEC filing

Reported sold
$261M
Indefinite offering
Investors reported
484
Form D · investor count
Minimum accepted
$17K
Reported outside-investor minimum
First sale
Aug 13, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$131M$261MAug 30, 2021: $246,901,000.00Aug 30, 2021Aug 23, 2022: $261,381,000.00Aug 23, 2022

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$246,901,000 → $261,381,000
  • Reported investors463 → 484

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 23, 2022Amendment$261,381,000$14,480,000vs Aug 30, 2021484SEC filing
Aug 30, 2021Initial$246,901,000No comparison463SEC 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
021-411591

Source: Form D, filed Aug 23, 2022. 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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Broadway
New York, NY, 10005