Form D · Hedge Fund

BBH Wealth Strategies, LLC - Soroban Series

New York, NY · CIK 0002074621

Offering snapshot reported Jun 18, 2026 · SEC filing

Reported sold
$541M
Indefinite offering
Investors reported
833
Form D · investor count
Minimum accepted
$9K
Reported outside-investor minimum
First sale
Jun 2, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$271M$541MJun 25, 2025: $136,360,000.00Jun 25, 2025Jun 18, 2026: $541,372,744.00Jun 18, 2026

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$136,360,000 → $541,372,744
  • Reported investors260 → 833
  • Minimum accepted$50,000 → $9,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 18, 2026Amendment$541,372,744$405,012,744vs Jun 25, 2025833SEC filing
Jun 25, 2025Initial$136,360,000No comparison260SEC 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
021-549842

Source: Form D, filed Jun 18, 2026. 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
Amy Kirkpatrick Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Broadway
New York, NY, 10005