Form D · Hedge Fund

BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series

New York, NY · CIK 0001777987

Offering snapshot reported Jun 6, 2025 · SEC filing

Reported sold
$320M
Indefinite offering
Investors reported
201
Form D · investor count
Minimum accepted
$30K
Reported outside-investor minimum
First sale
Jun 3, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$160M$320MJun 17, 2019: $118,700,000.00Jun 17, 2019Jun 15, 2020: $179,983,000.00Jun 15, 2021: $255,333,500.00Jun 10, 2022: $320,186,500.00Jun 9, 2023: $320,186,500.00Jun 7, 2024: $320,186,500.00Jun 6, 2025: $320,186,500.00Jun 6, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 6, 2025Amendment$320,186,500$0vs Jun 7, 2024201SEC filing
Jun 7, 2024Amendment$320,186,500$0vs Jun 10, 2022201SEC filing
Jun 9, 2023Amendment$320,186,500$0vs Jun 10, 2022201SEC filing
Jun 10, 2022Amendment$320,186,500$64,853,000vs Jun 15, 2021201SEC filing
Jun 15, 2021Amendment$255,333,500$75,350,500vs Jun 15, 2020177SEC filing
Jun 15, 2020Amendment$179,983,000$61,283,000vs Jun 17, 2019125SEC filing
Jun 17, 2019Initial$118,700,000No comparison105SEC 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
021-342120

Source: Form D, filed Jun 6, 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
Christian M. 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