# BBH Wealth Strategies, LLC - Barings Loan Series — Form D/A

BBH Wealth Strategies, LLC - Barings Loan Series of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2022-02-09. $493.8M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2022-02-09
- Form: D/A
- Accession: 0001696752-22-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $493.8M
- Minimum investment: $100K
- Investors: 711
- Date of first sale: 2017-02-01
- Security types: fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-280557

## Issuer

- Name: BBH Wealth Strategies, LLC - Barings Loan Series
- CIK: 0001696752
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2016
- Address: 140 BROADWAY, NEW YORK, NY, 10005
- Phone: 215-864-1872

## Officers, directors & promoters (6)

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

## Other filings by this issuer (9)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-02-06](https://search.stillhousedata.com/formd/0001696752-26-000001) | D/A | — | $520.9M |
| [2025-02-06](https://search.stillhousedata.com/formd/0001696752-25-000001) | D/A | — | $511.6M |
| [2024-02-07](https://search.stillhousedata.com/formd/0001696752-24-000001) | D/A | — | $501.4M |
| [2023-02-07](https://search.stillhousedata.com/formd/0001696752-23-000001) | D/A | — | $498.8M |
| [2021-02-12](https://search.stillhousedata.com/formd/0001696752-21-000001) | D/A | — | $457.8M |
| [2020-02-12](https://search.stillhousedata.com/formd/0001696752-20-000002) | D/A | — | $446.1M |
| [2019-02-13](https://search.stillhousedata.com/formd/0001696752-19-000001) | D/A | — | $377.9M |
| [2018-02-13](https://search.stillhousedata.com/formd/0001696752-18-000001) | D/A | — | $349.6M |
| [2017-02-13](https://search.stillhousedata.com/formd/0001696752-17-000001) | D | — | $323.9M |

## More

- [CIK 1696752 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1696752&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001696752-22-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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