Form D · Private Equity Fund

BBR Private Investment Fund - Series H, LP

New York, NY · CIK 0001646603

Offering snapshot reported Jun 30, 2017 · SEC filing

Reported sold
$140M
Indefinite offering
Investors reported
108
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jul 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$69.9M$140MJun 30, 2015Jun 30, 2016: $131,675,000.00Jun 30, 2016Jun 30, 2017: $139,875,000.00Jun 30, 2017

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$131,675,000 → $139,875,000
  • Reported investors101 → 108

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 30, 2017Amendment$139,875,000$8,200,000vs Jun 30, 2016108SEC filing
Jun 30, 2016Amendment$131,675,000No comparison101SEC filing
Jun 30, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-242797

Source: Form D, filed Jun 30, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BBR PRIVATE INVESTMENT FUND-SERIES H, LP

Investment adviser: BBR PARTNERS, LLC

Gross asset value
$107M
Beneficial owners
54
ADV minimum commitment
$1M

Reported in Form ADV on Jul 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2122469 · Jul 30, 2026 · Schedule D 7.B.(1), fund 805-8721595333

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Brett H. Barth Executive
Evan M Roth Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Bbr Partners, Llc 140 E. 45 Th Street, 26 Th Floor
New York, NY, 10176