Form D · Hedge Fund

BBH Wealth Strategies, LLC - LBC Credit Partners III Series

New York, NY · CIK 0001589533

Offering snapshot reported Nov 14, 2016 · SEC filing

Reported sold
$202M
Indefinite offering
Investors reported
316
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 15, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$131M$261MNov 26, 2013: $132,080,000.00Nov 26, 2013Nov 26, 2014: $201,615,000.00Nov 26, 2014Nov 12, 2015: $261,200,000.00Nov 12, 2015Nov 14, 2016: $201,615,000.00Nov 14, 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$261,200,000 → $201,615,000
  • Reported investors411 → 316

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 14, 2016Amendment$201,615,000-$59,585,000vs Nov 12, 2015316SEC filing
Nov 12, 2015Amendment$261,200,000$59,585,000vs Nov 26, 2014411SEC filing
Nov 26, 2014Amendment$201,615,000$69,535,000vs Nov 26, 2013316SEC filing
Nov 26, 2013Initial$132,080,000No comparison211SEC 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
021-207086

Source: Form D, filed Nov 14, 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 Brunet Executive
Charles O. Izard Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Broadway
New York, NY, 10005