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 2025-01-23. $1.9B was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-01-23
- Form: D/A
- Accession: 0001838264-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $1.9B
- Minimum investment: $5K
- Investors: 1,883
- 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)
More