Form D · Hedge Fund
BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series
New York, NY · CIK 0001652002
Offering snapshot reported Sep 9, 2025 · SEC filing
- Reported sold
- $921M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 9, 2025 | Amendment | $921,126,272 | No comparison | Not reported | SEC filing |
| Sep 10, 2024 | Amendment | $847,535,076 | $36,231,684vs Sep 11, 2023 | 1,513 | SEC filing |
| Sep 11, 2023 | Amendment | $811,303,392 | $54,003,600vs Sep 12, 2022 | 1,461 | SEC filing |
| Sep 12, 2022 | Amendment | $757,299,792 | $31,040,500vs Sep 16, 2021 | 1,387 | SEC filing |
| Sep 16, 2021 | Amendment | $726,259,292 | No comparison | Not reported | SEC filing |
| Sep 16, 2020 | Amendment | $653,322,792 | $156,733,027vs Sep 17, 2019 | 1,246 | SEC filing |
| Sep 17, 2019 | Amendment | $496,589,765 | $72,360,200vs Sep 17, 2018 | 1,046 | SEC filing |
| Sep 17, 2018 | Amendment | $424,229,565 | $60,116,250vs Sep 15, 2017 | 883 | SEC filing |
| Sep 15, 2017 | Amendment | $364,113,315 | $58,416,253vs Sep 16, 2016 | 763 | SEC filing |
| Sep 16, 2016 | Amendment | $305,697,062 | $257,752,058vs Sep 14, 2015 | 636 | SEC filing |
| Sep 14, 2015 | Initial | $47,945,004 | No comparison | 305 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-247596
Source: Form D, filed Sep 9, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BBH WEALTH STRATEGIES, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
Investment adviser: CLARKSTON CAPITAL PARTNERS, LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Feb 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2052276 · Feb 10, 2026 · Schedule D 7.B.(1), fund 805-9928717684
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| . Brown Brothers Harriman & Co. | Executive |
| Christian Brunet | Executive |
| William S. Grant | Executive |
| Amy Kirkpatrick | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10005