Form D · Private Equity Fund
BBH Wealth Strategies, LLC - Oaktree Opportunities Series
New York, NY · CIK 0001639561
Offering snapshot reported May 12, 2016 · SEC filing
- Reported sold
- $70.7M Indefinite offering
- Investors reported
- 168 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 28, 2015 As reported in this filing
Fundraising history
Reported soldDates 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 12, 2016 | Amendment | $70,690,000 | $0vs May 12, 2015 | 168 | SEC filing |
| May 12, 2015 | Initial | $70,690,000 | No comparison | 168 | SEC 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
- 021-239684
Source: Form D, filed May 12, 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.
| Name | Reported role |
|---|---|
| . Brown Brothers Harriman & Co. | Executive |
| Christian Brunet | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10005