BBH Wealth Strategies, LLC - Port Capital Small Cap Series — Form D
BBH Wealth Strategies, LLC - Port Capital Small Cap Series of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2020-05-13. $143.3M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2020-05-13
- Form: D
- Accession: 0001811731-20-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $143.3M
- Minimum investment: $25K
- Investors: 446
- Date of first sale: 2020-05-01
- Security types: fund interests
- SEC file number: 021-366796
Issuer
- Name: BBH Wealth Strategies, LLC - Port Capital Small Cap Series
- CIK: 0001811731
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2020
- Address: 140 BROADWAY, NEW YORK, NY, 10005
- Phone: 212-493-8129
Officers, directors & promoters (2)
| Name | Role | Location |
|---|
| . Brown Brothers Harriman & Co. | Executive Officer | New York, NY |
| William S Grant | Executive Officer | New York, NY |
Other filings by this issuer (1)
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