# BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series — Form D/A

BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2023-01-26. $1.5B was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2023-01-26
- Form: D/A
- Accession: 0001838264-23-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $1.5B
- Minimum investment: $5K
- Investors: 1,536
- Date of first sale: 2021-01-04
- Security types: fund interests
- SEC file number: 021-386441

## Issuer

- Name: BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series
- CIK: 0001838264
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2020
- Address: 140 BROADWAY, NEW YORK, NY, 10005
- Phone: 215-864-1872

## Officers, directors & promoters (3)

| 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 |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-01-22](https://search.stillhousedata.com/formd/0001838264-26-000001) | D/A | — | $2.1B |
| [2025-01-23](https://search.stillhousedata.com/formd/0001838264-25-000001) | D/A | — | $1.9B |
| [2024-01-25](https://search.stillhousedata.com/formd/0001838264-24-000001) | D/A | — | $1.6B |
| [2022-01-27](https://search.stillhousedata.com/formd/0001838264-22-000001) | D/A | — | $1.3B |
| [2021-01-15](https://search.stillhousedata.com/formd/0001838264-21-000001) | D | — | $417.0M |

## More

- [CIK 1838264 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1838264&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001838264-23-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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