BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series — Form D/A

BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2024-09-10. $847.5M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2024-09-10
Form: D/A
Accession: 0001652002-24-000001
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.7
Amount sold: $847.5M
Minimum investment: $5K
Investors: 1,513
Date of first sale: 2015-09-01
Security types: fund interests
SEC file number: 021-247596

Issuer

Name: BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series
CIK: 0001652002
Entity type: Limited Liability Company
Jurisdiction: DELAWARE
Incorporated: 2015
Address: 140 BROADWAY, NEW YORK, NY, 10005
Phone: (212) 493-8236

Officers, directors & promoters (4)

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

Other filings by this issuer (10)

Filed	Form	Offering	Sold
2025-09-09	D/A	—	$921.1M
2023-09-11	D/A	—	$811.3M
2022-09-12	D/A	—	$757.3M
2021-09-16	D/A	—	$726.3M
2020-09-16	D/A	—	$653.3M
2019-09-17	D/A	—	$496.6M
2018-09-17	D/A	—	$424.2M
2017-09-15	D/A	—	$364.1M
2016-09-16	D/A	—	$305.7M
2015-09-14	D	—	$47.9M

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