BBH Wealth Strategies, LLC - Soroban Series — Form D
BBH Wealth Strategies, LLC - Soroban Series of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-06-25. $136.4M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-06-25
- Form: D
- Accession: 0002074621-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $136.4M
- Minimum investment: $50K
- Investors: 260
- Date of first sale: 2025-06-02
- Security types: fund interests
- SEC file number: 021-549842
Issuer
- Name: BBH Wealth Strategies, LLC - Soroban Series
- CIK: 0002074621
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2025
- Address: 140 BROADWAY, NEW YORK, NY, 10005
- Phone: 215-864-1872
Officers, directors & promoters (4)
| 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 |
| . Brown Brothers Harriman & Co. | Related Person | New York, NY |
Other filings by this issuer (1)
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