BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series
BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series is a hedge fund based in New York, New York. According to its most recent Form D, filed Sep 9, 2025, the fund has sold $921,126,272 of interests to 1,606 investors since its first sale in Sep 2015. The minimum investment it accepts from an outside investor is $5,000. 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 Brown Brothers Harriman & Co; Amy Kirkpatrick.
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
- $921,126,272Cumulative sales reported on Form D
- Investors
- 1,606
- First sale
- Sep 1, 2015
- Minimum investment
- $5,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Brown Brothers Harriman & Co; Amy Kirkpatrick
- Latest Form D
- Sep 9, 2025
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 - Clarkston Capital Partners Small/Mid Cap Series
What is the minimum investment for BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series?
According to its latest Form D, filed Sep 9, 2025, the minimum investment BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series accepts from an outside investor is $5,000.
Who can invest in BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series?
BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap 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 - Clarkston Capital Partners Small/Mid Cap Series raised?
BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series reports $921,126,272 sold from 1,606 investors on its Form D filed Sep 9, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series based?
BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series is based in New York, New York.
When did BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series launch?
BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series reports its first sale in Sep 2015.
Size compared with every hedge fund
Raised more than 87% of the 2,544 hedge funds based in New York, and more than 89% of all 10,308 that report sales.
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