BBH Wealth Strategies, LLC - AltaRock Partners Series is a hedge fund based in New York, New York. According to its most recent Form D, filed Jan 22, 2026, the fund has sold $2,056,016,266 of interests to 2,395 investors since its first sale in Jan 2015. The minimum investment it accepts from an outside investor is $3,750. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Amy Kirkpatrick; Brown Brothers Harriman & Co.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $2,056,016,266Cumulative sales reported on Form D
- Investors
- 2,395
- First sale
- Jan 12, 2015
- Minimum investment
- $3,750
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Amy Kirkpatrick; Brown Brothers Harriman & Co
- Latest Form D
- Jan 22, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about BBH Wealth Strategies, LLC - AltaRock Partners Series
What is the minimum investment for BBH Wealth Strategies, LLC - AltaRock Partners Series?
According to its latest Form D, filed Jan 22, 2026, the minimum investment BBH Wealth Strategies, LLC - AltaRock Partners Series accepts from an outside investor is $3,750.
Who can invest in BBH Wealth Strategies, LLC - AltaRock Partners Series?
BBH Wealth Strategies, LLC - AltaRock Partners Series is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has BBH Wealth Strategies, LLC - AltaRock Partners Series raised?
BBH Wealth Strategies, LLC - AltaRock Partners Series reports $2,056,016,266 sold from 2,395 investors on its Form D filed Jan 22, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is BBH Wealth Strategies, LLC - AltaRock Partners Series based?
BBH Wealth Strategies, LLC - AltaRock Partners Series is based in New York, New York.
When did BBH Wealth Strategies, LLC - AltaRock Partners Series launch?
BBH Wealth Strategies, LLC - AltaRock Partners Series reports its first sale in Jan 2015.
Size compared with every hedge fund
Raised more than 95% of the 2,544 hedge funds based in New York, and more than 95% of all 10,307 that report sales.
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