Form D · Hedge Fund

BBH Wealth Strategies, LLC - LBC Credit Partners III USTE Series

New York, NY · CIK 0001603605

Offering snapshot reported May 13, 2016 · SEC filing

Reported sold
$60.9M
Indefinite offering
Investors reported
24
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 28, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$30.5M$60.9MMay 14, 2014: $60,925,000.00May 14, 2014May 14, 2015: $60,925,000.00May 14, 2015May 13, 2016: $60,925,000.00May 13, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 13, 2016Amendment$60,925,000$0vs May 14, 201524SEC filing
May 14, 2015Amendment$60,925,000$0vs May 14, 201424SEC filing
May 14, 2014Initial$60,925,000No comparison24SEC 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
021-217399

Source: Form D, filed May 13, 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