# 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](https://search.stillhousedata.com/formd/0001652002-25-000002) | D/A | — | $921.1M |
| [2023-09-11](https://search.stillhousedata.com/formd/0001652002-23-000001) | D/A | — | $811.3M |
| [2022-09-12](https://search.stillhousedata.com/formd/0001652002-22-000001) | D/A | — | $757.3M |
| [2021-09-16](https://search.stillhousedata.com/formd/0001652002-21-000001) | D/A | — | $726.3M |
| [2020-09-16](https://search.stillhousedata.com/formd/0001652002-20-000001) | D/A | — | $653.3M |
| [2019-09-17](https://search.stillhousedata.com/formd/0001652002-19-000001) | D/A | — | $496.6M |
| [2018-09-17](https://search.stillhousedata.com/formd/0001652002-18-000001) | D/A | — | $424.2M |
| [2017-09-15](https://search.stillhousedata.com/formd/0001652002-17-000001) | D/A | — | $364.1M |
| [2016-09-16](https://search.stillhousedata.com/formd/0001652003-16-000004) | D/A | — | $305.7M |
| [2015-09-14](https://search.stillhousedata.com/formd/0001652002-15-000001) | D | — | $47.9M |

## More

- [CIK 1652002 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1652002&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001652002-24-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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