BBH Wealth Strategies, LLC - AltaRock Partners Series — Form D/A

BBH Wealth Strategies, LLC - AltaRock Partners Series of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2026-01-22. $2.1B was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2026-01-22
Form: D/A
Accession: 0001630718-26-000001
Industry: Pooled Investment Fund
Exemptions: 06b,3C,3C.7
Amount sold: $2.1B
Minimum investment: $4K
Investors: 2,395
Date of first sale: 2015-01-12
Security types: fund interests
SEC file number: 021-232836

Issuer

Name: BBH Wealth Strategies, LLC - AltaRock Partners Series
CIK: 0001630718
Entity type: Limited Liability Company
Jurisdiction: DELAWARE
Incorporated: 2015
Address: 140 BROADWAY, NEW YORK, NY, 10005
Phone: 215-864-1872

Officers, directors & promoters (5)

Name	Role	Location
. Brown Brothers Harriman & Co.	Executive Officer	New York, NY
Amy Kirkpatrick	Executive Officer	New York, NY
William S Grant	Executive Officer	New York, NY
N/A Brown Brothers Harriman & Co.	Executive Officer	NEW YORK, NY
Christian Brunet	Executive Officer	New York, NY

Other filings by this issuer (11)

Filed	Form	Offering	Sold
2025-01-23	D/A	—	$1.9B
2024-01-25	D/A	—	$1.7B
2023-01-26	D/A	—	$1.6B
2022-01-27	D/A	—	$1.4B
2021-01-27	D/A	—	$1.1B
2020-01-27	D/A	—	$885.5M
2019-01-28	D/A	—	$709.2M
2018-01-26	D/A	—	$587.3M
2017-01-26	D/A	—	$500.4M
2016-01-26	D/A	—	$390.9M
2015-01-26	D	—	$39.5M

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