Form D · Hedge Fund

BBH Wealth Strategies, LLC - Select Equity Series

New York, NY · CIK 0001654743

Offering snapshot reported Oct 9, 2025 · SEC filing

Reported sold
$2.34B
Indefinite offering
Investors reported
1,800
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Oct 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.17B$2.34BOct 14, 2015: $355,778,000.00Oct 14, 2015Oct 14, 2016: $831,994,950.00Oct 16, 2017: $1,236,935,927.00Oct 15, 2018: $1,327,313,362.00Oct 15, 2019: $1,453,010,056.00Oct 14, 2020: $1,706,867,520.00Oct 14, 2021: $1,923,671,186.00Oct 11, 2022: $2,067,634,963.00Oct 10, 2023: $2,182,093,197.00Oct 10, 2024: $2,239,817,197.00Oct 9, 2025: $2,335,438,724.00Oct 9, 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.

  • Reported sold$2,239,817,197 → $2,335,438,724
  • Reported investors1,701 → 1,800
  • Minimum accepted$15,000 → $10,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 9, 2025Amendment$2,335,438,724$95,621,527vs Oct 10, 20241,800SEC filing
Oct 10, 2024Amendment$2,239,817,197$172,182,234vs Oct 11, 20221,701SEC filing
Oct 10, 2023Amendment$2,182,093,197$114,458,234vs Oct 11, 20221,633SEC filing
Oct 11, 2022Amendment$2,067,634,963$143,963,777vs Oct 14, 20211,579SEC filing
Oct 14, 2021Amendment$1,923,671,186$216,803,666vs Oct 14, 20201,400SEC filing
Oct 14, 2020Amendment$1,706,867,520$253,857,464vs Oct 15, 20191,221SEC filing
Oct 15, 2019Amendment$1,453,010,056$125,696,694vs Oct 15, 20181,088SEC filing
Oct 15, 2018Amendment$1,327,313,362$90,377,435vs Oct 16, 2017943SEC filing
Oct 16, 2017Amendment$1,236,935,927$404,940,977vs Oct 14, 2016877SEC filing
Oct 14, 2016Amendment$831,994,950$476,216,950vs Oct 14, 2015700SEC filing
Oct 14, 2015Initial$355,778,000No comparison379SEC 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
021-249305

Source: Form D, filed Oct 9, 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 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