Form D · Hedge Fund

BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series

New York, NY · CIK 0001838264

Offering snapshot reported Jan 22, 2026 · SEC filing

Reported sold
$2.07B
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

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
Jan 22, 2026Amendment$2,072,571,670No comparisonNot reportedSEC filing
Jan 23, 2025Amendment$1,872,867,136$299,505,912vs Jan 25, 20241,883SEC filing
Jan 25, 2024Amendment$1,573,361,224$29,737,419vs Jan 26, 20231,645SEC filing
Jan 26, 2023Amendment$1,543,623,805$285,486,919vs Jan 27, 20221,536SEC filing
Jan 27, 2022Amendment$1,258,136,886$841,109,836vs Jan 15, 20211,293SEC filing
Jan 15, 2021Initial$417,027,050No comparison462SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-386441

Source: Form D, filed Jan 22, 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
William S. Grant Executive
Amy Kirkpatrick Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Broadway
New York, NY, 10005