Sponsor Check › Sponsor group
127 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 32 shared people, 8 shared management entities, same business address (110 issuers), similar issuer names (60) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Aug 13, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found so far in sources searched for 127 of 127 issuers in this group.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 127 of 127 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 127 of 127 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 127 of 127 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
8 of 132 offerings report sales commissions totalling $3,391,250; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 13, 2026 D File 021-594040 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 15, 2026 D File 021-590963 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 2, 2026 D File 021-589522 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 2, 2026 D File 021-589518 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 2, 2026 D File 021-589521 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 1, 2026 D File 021-589359 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 1, 2026 D File 021-589352 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 18, 2026 D/A File 021-549842 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2026 D File 021-586799 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2026 D File 021-583745 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2026 D File 021-583744 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 28, 2026 D/A File 021-106524 | $60,000 (est.) | $0 | $0 | Brown Brothers Harriman & Co. BrokerCheck CRD 104487 ↗ |
| EDGAR ↗ | Apr 14, 2026 D File 021-580242 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2026 D File 021-576585 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 5, 2026 D/A File 021-475253 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-218127 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-367145 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-380623 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-382968 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-516089 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-516083 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 6, 2026 D/A File 021-280557 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 6, 2026 D/A File 021-280560 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 6, 2026 D/A File 021-504545 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2026 D/A File 021-232836 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2026 D/A File 021-325854 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2026 D/A File 021-386441 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2025 D File 021-568469 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2025 D File 021-568478 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 24, 2025 D File 021-564808 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 24, 2025 D File 021-564806 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 14, 2025 D File 021-560639 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 14, 2025 D File 021-560638 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 9, 2025 D/A File 021-249305 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 9, 2025 D/A File 021-526263 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 9, 2025 D/A File 021-247596 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 23, 2025 D/A File 021-516744 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 12, 2025 D/A File 021-515834 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 6, 2025 D/A File 021-342120 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2025 D/A File 021-514775 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2025 D/A File 021-514778 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2025 D/A File 021-514774 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2025 D/A File 021-514773 | $2,000,000 (est.) | $0 | $0 | Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Jun 2, 2025 D/A File 021-514776 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 13, 2025 D/A File 021-429900 | $0 | $0 | $0 (est.) Certain persons named in item 3 and/or affiliates thereof, may be paid certain management fees and/or other administrative or operating expenses which may be deemed paid out of proceeds, the amount for which cannot be estimated. | None listed on this filing |
| EDGAR ↗ | Oct 9, 2024 D/A File 021-488888 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 8, 2024 D File 021-526201 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 6, 2024 D/A File 021-346323 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 5, 2024 D/A File 021-488887 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 5, 2024 D File 021-520593 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 12, 2024 D File 021-515836 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2024 D File 021-512017 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2024 D/A File 021-237978 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 28, 2024 D/A File 021-452180 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2024 D File 021-507084 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 23, 2024 D/A File 021-362759 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 4, 2023 D/A File 021-337066 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 21, 2023 D File 021-473927 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 24, 2022 D/A File 021-411592 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 23, 2022 D/A File 021-411591 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 18, 2022 D File 021-456242 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 10, 2022 D File 021-448873 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 21, 2022 D File 021-430435 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Dec 22, 2021 D/A File 021-328797 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 3, 2021 D File 021-423631 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 3, 2021 D File 021-423604 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 17, 2021 D File 021-410338 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2021 D/A File 021-366796 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 11, 2021 D/A File 021-398848 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 26, 2021 D File 021-397196 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 26, 2021 D File 021-397197 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2021 D File 021-392947 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 26, 2021 D/A File 021-314967 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 31, 2020 D File 021-384895 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 30, 2020 D File 021-381666 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 6, 2020 D File 021-379896 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 6, 2020 D File 021-379895 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 6, 2020 D File 021-379894 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 6, 2020 D File 021-379893 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 23, 2020 D/A File 021-371588 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 22, 2020 D File 021-371589 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 21, 2020 D File 021-371450 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 18, 2020 D File 021-369278 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 18, 2020 D File 021-369282 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2020 D/A File 021-237979 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2020 D File 021-362880 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 4, 2020 D File 021-359719 | $0 | $0 | $0 (est.) Certain persons named in Item 3 &/or Affiliates thereof, may receive payments, incl certain management fees or admin expenses, deemed to be paid out of proceeds; amount cannot be estimated. | None listed on this filing |
| EDGAR ↗ | Jan 13, 2020 D File 021-357767 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 13, 2020 D File 021-357770 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Oct 9, 2019 D File 021-350684 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 29, 2019 D File 021-340658 | $0 | $0 | $0 (est.) The Managing Member of the Issuer may receive payments deemed made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | May 7, 2019 D/A File 021-314971 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 7, 2019 D/A File 021-314969 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 2, 2019 D File 021-338681 | $0 | $0 | $0 The Managing Member of the Issuer may receive payments deemed made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Feb 13, 2019 D/A File 021-321487 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 1, 2019 D File 021-331968 | $0 | $0 | $0 The Managing Member of the Issuer may receive payments deemed made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Oct 12, 2018 D File 021-323479 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 12, 2018 D File 021-323480 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 17, 2018 D/A File 021-247597 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 13, 2018 D File 021-307532 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2017 D/A File 021-230014 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 15, 2017 D/A File 021-247795 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 7, 2017 D File 021-294200 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 8, 2017 D File 021-286191 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 8, 2017 D File 021-286190 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2016 D/A File 021-207086 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 16, 2016 D/A File 021-247796 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 20, 2016 D File 021-267414 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 20, 2016 D File 021-267418 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 15, 2016 D/A File 021-243892 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 15, 2016 D/A File 021-243893 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2016 D File 021-266977 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2016 D File 021-266976 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2016 D/A File 021-217399 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2016 D/A File 021-239684 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2015 D File 021-245778 | $1,300,000 (est.) | $0 | $0 | Evercore Group, L.L.C BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Aug 14, 2015 D File 021-245779 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 13, 2014 D/A File 021-201284 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 9, 2014 D/A File 021-199257 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 1, 2013 D File 021-198839 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2012 D/A File 021-98981 | $0 | $0 | $0 (est.) The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Mar 14, 2012 D/A File 021-44881 | $0 | $0 | $0 (est.) The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Nov 4, 2011 D File 021-168272 | $6,250 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities (CRD 113794 ↗) |
| EDGAR ↗ | Aug 25, 2011 D/A File 021-82339 | $0 | $0 | $0 (est.) The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | Aug 25, 2011 D/A File 021-82236 | $0 | $0 | $0 (est.) The Investment Manager (or its affiliates) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. | None listed on this filing |
| EDGAR ↗ | May 26, 2011 D File 021-160370 | $0 | $0 | $0 | Evercore Group LLC BrokerCheck CRD 42405 ↗ via Evercore Group LLC (CRD 42405 ↗) |
| EDGAR ↗ | May 26, 2011 D File 021-160372 | $0 | $0 | $0 | Evercore Group LLC BrokerCheck CRD 42405 ↗ via Evercore Group LLC (CRD 42405 ↗) |
| EDGAR ↗ | May 16, 2011 D/A File 021-159834 | $0 | $0 | $0 | Evercore Group LLC BrokerCheck CRD 42405 ↗ via Evercore Group LLC (CRD 42405 ↗) |
| EDGAR ↗ | May 16, 2011 D/A File 021-159840 | $0 | $0 | $0 | Evercore Group LLC BrokerCheck CRD 42405 ↗ via Evercore Group LLC (CRD 42405 ↗) |
| EDGAR ↗ | Mar 24, 2011 D File 021-157261 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 24, 2011 D File 021-157263 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2010 D File 021-137379 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities (CRD 113794 ↗) Phyllis Beck BrokerCheck CRD 1020488 ↗ via H & L Equities (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities (CRD 113794 ↗) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 127 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Bbh Wealth in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:41 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | BBH Long/Short Equity Offshore Fund, Ltd. | shared people, similar issuer names | HAMILTON, D0 | Pooled Investment Fund | 4 | $137,575,500 offering Indefinite · similar: $155,000–$5,250,000 | 127 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | BBH Asian Opportunity Fund (Cayman) | shared people, similar issuer names | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 3 | $128,511,000 offering Indefinite · similar: $155,000–$5,250,000 | 130 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2009–2011 |
| EDGAR ↗ | BBH Asian Opportunity Fund, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 4 | $164,790,000 offering Indefinite · similar: $155,000–$5,250,000 | 221 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2009–2011 |
| EDGAR ↗ | BBH Long/Short Equity Fund, LP | shared people, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 4 | $244,859,509 offering Indefinite · similar: $155,000–$5,250,000 | 238 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2009–2012 |
| EDGAR ↗ | Tower Ventures REIT, Inc. | shared people, same person name on both filings | MEMPHIS, TN | REITS and Finance | 1 | $107,000 | 107 | $1,000 | 2010–2010 |
| EDGAR ↗ | 1818 PARTNERS LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 18 | $830,176,307 offering Indefinite · similar: $155,000–$5,250,000 | 574 similar: 4–27 | $15,000 similar: $1,000–$100,000 | 2010–2026 |
| EDGAR ↗ | BBH Real Estate Income Fund II, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering $200,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $150,000 similar: $1,000–$100,000 | 2011–2011 |
| EDGAR ↗ | BBH Real Estate Income Series Fund II, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 | 0 | $150,000 | 2011–2011 |
| EDGAR ↗ | BBH Capital Partners IV, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Other Banking and Financial Services | 2 | $0 | 0 | $250,000 | 2011–2011 |
| EDGAR ↗ | BBH Capital Partners QP IV, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Other Banking and Financial Services | 2 | $0 | 0 | $5,000,000 | 2011–2011 |
| EDGAR ↗ | BBH Capital Partners QP IV (Cayman) | shared people, same business address, similar issuer names | NEW YORK, NY | Other Banking and Financial Services | 1 | $0 offering $300,000,000 · similar: $2,144,500–$20,220,000 | 0 similar: 2–24 | $5,000,000 similar: $10,000–$100,000 | 2011–2011 |
| EDGAR ↗ | BBH Capital Partners IV (Cayman) | shared people, same business address, similar issuer names | NEW YORK, NY | Other Banking and Financial Services | 1 | $0 offering $300,000,000 · similar: $2,144,500–$20,220,000 | 0 similar: 2–24 | $5,000,000 similar: $10,000–$100,000 | 2011–2011 |
| EDGAR ↗ | Brown Brothers Real Estate Trust II | shared people, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2011–2011 |
| EDGAR ↗ | CPIV BCI Co-Investment LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $57,215,000 offering $70,000,000 · similar: $155,000–$5,250,000 | 62 similar: 4–27 | $15,000 similar: $1,000–$100,000 | 2013–2013 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Coatue Qualified Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $119,167,000 offering Indefinite · similar: $155,000–$5,250,000 | 265 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Coatue Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | GEORGE TOWN, E9 | Pooled Investment Fund | 2 | $154,362,000 offering Indefinite · similar: $155,000–$5,250,000 | 283 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - LBC Credit Partners III Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $261,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 411 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2013–2016 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - LBC Credit Partners III USTE Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $60,925,000 offering Indefinite · similar: $155,000–$5,250,000 | 24 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | BBH Global Funds, LLC - BBH Credit Value Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 14 | $651,867,800 offering Indefinite · similar: $155,000–$5,250,000 | 187 similar: 4–27 | $150,000 similar: $1,000–$100,000 | 2014–2026 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - REMS Group Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $233,040,500 offering Indefinite · similar: $155,000–$5,250,000 | 488 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2014–2017 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - AltaRock Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 12 | $2,056,016,266 offering Indefinite · similar: $155,000–$5,250,000 | 2395 similar: 4–27 | $3,750 similar: $1,000–$100,000 | 2015–2026 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 10 | $2,157,393,209 offering Indefinite · similar: $155,000–$5,250,000 | 2018 similar: 4–27 | $6,250 similar: $1,000–$100,000 | 2015–2024 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 6 | $697,680,587 offering Indefinite · similar: $155,000–$5,250,000 | 1037 similar: 4–27 | $20,000 similar: $1,000–$100,000 | 2015–2020 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Oaktree Opportunities Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $70,690,000 offering Indefinite · similar: $155,000–$5,250,000 | 168 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - BBH Capital Partners V Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | GEORGE TOWN, E9 | Pooled Investment Fund | 2 | $60,230,000 offering Indefinite · similar: $155,000–$5,250,000 | 24 similar: 4–27 | $300,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - BBH Capital Partners V Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $292,535,000 offering Indefinite · similar: $155,000–$5,250,000 | 362 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | BBH Capital Partners V, L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $447,015,000 offering $575,000,000 · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | BBH Capital Partners V-A, L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $12,810,000 offering $25,000,000 · similar: $155,000–$5,250,000 | 39 similar: 4–27 | $40,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 11 | $921,126,272 offering Indefinite · similar: $155,000–$5,250,000 | 1606 similar: 4–27 | $5,000 similar: $1,000–$100,000 | 2015–2025 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Hitchwood Capital Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $204,768,891 offering Indefinite · similar: $155,000–$5,250,000 | 430 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2015–2018 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | Grand Cayman, E9 | Pooled Investment Fund | 6 | $48,604,467 offering Indefinite · similar: $155,000–$5,250,000 | 33 similar: 4–27 | $165,000 similar: $1,000–$100,000 | 2015–2019 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Oaktree Opportunities Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | GEORGE TOWN, E9 | Pooled Investment Fund | 2 | $59,690,000 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $110,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Select Equity Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 11 | $2,335,438,724 offering Indefinite · similar: $155,000–$5,250,000 | 1800 similar: 4–27 | $10,000 similar: $1,000–$100,000 | 2015–2025 |
| EDGAR ↗ | BBH Capital Partners V-A-1 (Cayman) | shared people, same person name on both filings, same business address, similar issuer names | GEORGE TOWN, E9 | Pooled Investment Fund | 1 | $1,000,000 offering $600,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | BBH Capital Partners V-2 (Cayman) | shared people, same person name on both filings, same business address, similar issuer names | GEORGE TOWN, E9 | Pooled Investment Fund | 1 | $8,375,000 offering $600,000,000 · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $375,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Sandton Credit Solutions IV Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $45,000,000 offering $45,000,000 · similar: $155,000–$5,250,000 | 204 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Sandton Credit Solutions IV Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | GEORGE TOWN, E9 | Pooled Investment Fund | 1 | $30,000,000 offering $30,000,000 · similar: $155,000–$5,250,000 | 18 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Barings Loan Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 10 | $520,910,100 offering Indefinite · similar: $155,000–$5,250,000 | 775 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2026 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | GRAND CAYMAN, E9 | Pooled Investment Fund | 10 | $162,140,000 offering Indefinite · similar: $155,000–$5,250,000 | 54 similar: 4–27 | $300,000 similar: $1,000–$100,000 | 2017–2026 |
| EDGAR ↗ | BBH CP UPL Co-Investment LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $18,600,000 offering $18,600,000 · similar: $155,000–$5,250,000 | 38 similar: 4–27 | $37,500 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | BBH CP UPL Co-Investment Subsidiary LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $5,150,000 offering $5,150,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $800,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CPIV ECX LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering $37,487,923 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | BBH Capital Partners Opportunities (Cayman) 3 | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $21,760,000 offering Indefinite · similar: $155,000–$5,250,000 | 23 similar: 4–27 | $132,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Cedar Rock Capital Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $803,006,636 offering Indefinite · similar: $155,000–$5,250,000 | 1037 similar: 4–27 | $15,000 similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Silver Point Distressed Opportunity Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $173,728,000 offering $173,728,000 · similar: $155,000–$5,250,000 | 433 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Silver Point Distressed Opportunity Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | Grand Cayman, E9 | Pooled Investment Fund | 2 | $22,024,000 offering $22,024,000 · similar: $155,000–$5,250,000 | 25 similar: 4–27 | $175,000 similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | BBH Real Estate Associates III, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $11,185,000 offering $250,000,000 · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | BBH Real Estate Income Fund III, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $178,963,000 offering $250,000,000 · similar: $155,000–$5,250,000 | 325 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 9 | $1,435,014,472 offering Indefinite · similar: $155,000–$5,250,000 | 1973 similar: 4–27 | $10,000 similar: $1,000–$100,000 | 2018–2026 |
| EDGAR ↗ | BBH-NG Structured Fixed Income Fund | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $100,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $7,000,000 similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | AVP Two LLC | shared people, same person name on both filings | NEW YORK, NY | Other | 1 | $19,144,886 offering $30,000,000 · similar: $500,000–$7,000,000 | 53 similar: 2–14 | $25,000 similar: $5,000–$50,000 | 2019–2019 |
| EDGAR ↗ | BBH Global Funds, LLC - BBH International Core Select | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 6 | $10,675,000 offering Indefinite · similar: $155,000–$5,250,000 | 25 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2019–2023 |
| EDGAR ↗ | AVP Three LLC | shared people, same person name on both filings | NEW YORK, NY | Other | 1 | $3,240,156 offering $10,000,000 · similar: $500,000–$7,000,000 | 39 similar: 2–14 | $10,000 similar: $5,000–$50,000 | 2019–2019 |
| EDGAR ↗ | AVP Four LLC | shared people, same person name on both filings | NEW YORK, NY | Other | 1 | $9,047,407 offering Indefinite · similar: $500,000–$7,000,000 | 41 similar: 2–14 | $10,000 similar: $5,000–$50,000 | 2019–2019 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 7 | $320,186,500 offering Indefinite · similar: $155,000–$5,250,000 | 201 similar: 4–27 | $30,000 similar: $1,000–$100,000 | 2019–2025 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | GRAND CAYMAN, E9 | Pooled Investment Fund | 6 | $124,385,000 offering Indefinite · similar: $155,000–$5,250,000 | 41 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2019–2024 |
| EDGAR ↗ | BBH CityCentre Five LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | New York, NY | REITS and Finance | 2 | $10,000,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2019–2020 |
| EDGAR ↗ | Brown Brothers Real Estate Trust III | shared people, same business address, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | AVP Five LLC | shared people, same person name on both filings | NEW YORK, NY | Other | 1 | $711,300 offering Indefinite · similar: $500,000–$7,000,000 | 9 similar: 2–14 | $10,000 similar: $5,000–$50,000 | 2020–2020 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 5 | $195,193,167 offering Indefinite · similar: $155,000–$5,250,000 | 185 similar: 4–27 | $30,000 similar: $1,000–$100,000 | 2020–2024 |
| EDGAR ↗ | BBH CPV WCC Co-Investment LLC | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $100,000,000 offering $100,000,000 · similar: $155,000–$5,250,000 | 81 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Port Capital Small Cap Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $431,658,775 offering Indefinite · similar: $155,000–$5,250,000 | 991 similar: 4–27 | $8,000 similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | GEORGE TOWN, E9 | Pooled Investment Fund | 8 | $67,579,734 offering Indefinite · similar: $155,000–$5,250,000 | 22 similar: 4–27 | $125,000 similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | BBHTF2 Fund (Cayman) Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $4,400,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBHTF2 Feeder Fund LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $51,350,000 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | SIG Parent Holdings, LLC | shared people, same business address | NEW YORK, NY | Insurance | 1 | $110,769,000 offering Indefinite · similar: $750,000–$13,000,000 | 71 similar: 1–13 | No minimum reported similar: $6,403–$560,000 | 2020–2020 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Oaktree Opportunities Fund XI Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $35,225,000 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Oaktree Opportunities Fund XI Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $192,845,000 offering Indefinite · similar: $155,000–$5,250,000 | 429 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Capital Partners VI-A, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $250,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Capital Partners VI, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $517,384,500 offering Indefinite · similar: $155,000–$5,250,000 | 623 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Capital Partners VI-A-1 (Cayman) | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $1,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Capital Partners VI-2 (Cayman) | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $80,530,000 offering Indefinite · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Structured Fixed Income Fund (Cayman), Ltd. | shared people, similar issuer names | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 7 | $52,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $750,000 similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | BBH Capital Partners VI-3 (Cayman) | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $1,375,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 7 | $179,930,000 offering Indefinite · similar: $155,000–$5,250,000 | 21 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2026 |
| EDGAR ↗ | BBH Capital Partners VI-J-1 (Cayman) | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $55,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 6 | $2,072,571,670 offering Indefinite · similar: $155,000–$5,250,000 | 2060 similar: 4–27 | $5,000 similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | AVP Six LLC | shared people | NEW YORK, NY | Other | 1 | $900,000 offering $900,000 · similar: $500,000–$7,000,000 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2021–2021 |
| EDGAR ↗ | 4033 Survios LLC | shared people | NEW YORK, NY | Pooled Investment Fund | 3 | $1,230,000 offering $1,230,000 · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $10,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | BBH Capital Partners VI-4 (Cayman) | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $37,600,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Braemont Partners Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | GRAND CAYMAN, E9 | Pooled Investment Fund | 2 | $37,454,000 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | $128,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Braemont Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $261,381,000 offering Indefinite · similar: $155,000–$5,250,000 | 484 similar: 4–27 | $17,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Martello Re Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $410,235,000 offering Indefinite · similar: $155,000–$5,250,000 | 754 similar: 4–27 | $16,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | BBH Real Estate Enhanced Value Fund I, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 1 | $205,988,000 offering $205,988,000 · similar: $155,000–$5,250,000 | 579 similar: 4–27 | $8,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Simple Broadband 1 LLC | shared people | NEW YORK, NY | Telecommunications | 4 | $17,663,970 offering Indefinite · similar: $1,000,000–$10,000,000 | 19 similar: 1–11 | $100,000 similar: $5,000–$65,000 | 2022–2025 |
| EDGAR ↗ | BBHRE EV REIT I, LLC | shared people, same business address, similar issuer names | New York, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - AH Series 1 | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $190,603,000 offering Indefinite · similar: $155,000–$5,250,000 | 589 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - BBH Makaira Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $486,246,878 offering Indefinite · similar: $155,000–$5,250,000 | 828 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2022–2024 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Prime Finance Short Duration VIII Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $138,870,000 offering $138,870,000 · similar: $155,000–$5,250,000 | 336 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Silver Point Distressed Opportunity II Sub-Trust | shared people, shared management entity, same business address | GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $36,562,000 offering Indefinite · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $885,759,759 offering Indefinite · similar: $155,000–$5,250,000 | 1312 similar: 4–27 | $3,000 similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | BBH CEDAR STREET EQUITY LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $227,754,000 offering Indefinite · similar: $155,000–$5,250,000 | 546 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2023–2024 |
| EDGAR ↗ | BBH Cedar Street Equity Intermediate Fund LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $70,007,000 offering Indefinite · similar: $155,000–$5,250,000 | 32 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2023–2024 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Bowie Global Equity Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $1,294,221,727 offering Indefinite · similar: $155,000–$5,250,000 | 1423 similar: 4–27 | $10,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | BBH CEDAR STREET LUNA CO-INVEST, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $23,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 21 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | BBH Wealth Strategies, LLC Martello Re Series II | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $154,068,000 offering Indefinite · similar: $155,000–$5,250,000 | 305 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | BBH Capital Partners VII-2, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $75,045,000 offering Indefinite · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Capital Partners VII-A, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $30,330,000 offering Indefinite · similar: $155,000–$5,250,000 | 49 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Capital Partners VII-1, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $77,361,000 offering Indefinite · similar: $155,000–$5,250,000 | 42 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Capital Partners VII, L.P | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $908,850,000 offering Indefinite · similar: $155,000–$5,250,000 | 884 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Capital Partners VII-3, L.P | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $83,815,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH AH 2 CAYMAN L.P. | shared people, shared management entity | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $18,665,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - AH Series 2 | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $159,438,000 offering Indefinite · similar: $155,000–$5,250,000 | 353 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Alternative Credit Fund, Ltd. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 3 | $30,760,000 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | BBH Alternative Credit Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $274,750,984 offering Indefinite · similar: $155,000–$5,250,000 | 463 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | BBH Capital Partners VII-A-1, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $1,400,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Prime Finance Short Duration 9 Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $82,595,000 offering Indefinite · similar: $155,000–$5,250,000 | 228 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | BBH Capital Partners Executive VII-A, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $3,050,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Soroban Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $541,372,744 offering Indefinite · similar: $155,000–$5,250,000 | 833 similar: 4–27 | $9,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | BBH Harriman Series, LLC - Venture Capital 2025 Series | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $258,307,000 offering Indefinite · similar: $155,000–$5,250,000 | 644 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | BBH Harriman Series Unit Trust - Venture Capital 2025 Sub-Trust | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CAMANA BAY, E9 | Pooled Investment Fund | 1 | $27,475,000 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Braemont Partners II Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $211,762,000 offering Indefinite · similar: $155,000–$5,250,000 | 508 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Braemont Partners II Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CAMANA BAY, E9 | Pooled Investment Fund | 1 | $19,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Harvey Capital Partners Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $335,580,000 offering Indefinite · similar: $155,000–$5,250,000 | 484 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Harvey Capital Partners Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CAMANA BAY, E9 | Pooled Investment Fund | 1 | $17,671,000 offering Indefinite · similar: $155,000–$5,250,000 | 22 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | BBH Structured Fixed Income Opportunities Fund (Cayman), Ltd. | shared people, shared management entity, similar issuer names | GEORGE TOWN, GRAND CAYMAN, E9 | Pooled Investment Fund | 1 | $225,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - Wellington International Fundamental Growth Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $26,176,180 offering Indefinite · similar: $155,000–$5,250,000 | 50 similar: 4–27 | $27,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Harriman Series Unit Trust - Opportunistic 2026 Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CAMANA BAY, E9 | Pooled Investment Fund | 1 | $32,575,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Harriman Series, LLC - Opportunistic 2026 Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $237,774,000 offering Indefinite · similar: $155,000–$5,250,000 | 463 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | AMG BBH Asset-Backed Credit Opportunities Fund, LLC | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $11,580,388 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Cedar Street Equity Intermediate Fund II, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $13,236,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Cedar Street Equity II L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $207,453,000 offering Indefinite · similar: $155,000–$5,250,000 | 495 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Affiliates Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $68,560,000 offering Indefinite · similar: $155,000–$5,250,000 | 91 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Affiliates Series, LLC - ECX Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $90,423,375 offering Indefinite · similar: $155,000–$5,250,000 | 86 similar: 4–27 | $400,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Affiliates ECX (Cayman), LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GEORGE TOWN, E9 | Pooled Investment Fund | 1 | $11,942,500 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $800,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Wealth Strategies, LLC - SkyKnight Capital Fund V Series | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $25,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | BBH Wealth Strategies Unit Trust - Active Extension Global Equity Sub-Trust | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CAMANA BAY, E9 | Pooled Investment Fund | 1 | $46,635,000 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Aug 13, 2026 | BBH Wealth Strategies Unit Trust - Active Extension Global Equity Sub-Trust | D | Pooled Investment Fund | Indefinite | $46,635,000 |
| EDGAR ↗ | Jul 15, 2026 | BBH Wealth Strategies, LLC - SkyKnight Capital Fund V Series | D | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Jul 2, 2026 | BBH Affiliates ECX (Cayman), LP | D | Pooled Investment Fund | Indefinite | $11,942,500 |
| EDGAR ↗ | Jul 2, 2026 | BBH Affiliates Series, LLC - ECX Series | D | Pooled Investment Fund | Indefinite | $90,423,375 |
| EDGAR ↗ | Jul 2, 2026 | BBH Affiliates Fund, LLC | D | Pooled Investment Fund | Indefinite | $68,560,000 |
| EDGAR ↗ | Jul 1, 2026 | BBH Cedar Street Equity II L.P. | D | Pooled Investment Fund | Indefinite | $207,453,000 |
| EDGAR ↗ | Jul 1, 2026 | BBH Cedar Street Equity Intermediate Fund II, L.P. | D | Pooled Investment Fund | Indefinite | $13,236,000 |
| EDGAR ↗ | Jun 18, 2026 | BBH Wealth Strategies, LLC - Soroban Series | D/A | Pooled Investment Fund | Indefinite | $541,372,744 |
| EDGAR ↗ | Jun 10, 2026 | AMG BBH Asset-Backed Credit Opportunities Fund, LLC | D | Pooled Investment Fund | Indefinite | $11,580,388 |
| EDGAR ↗ | May 12, 2026 | BBH Harriman Series, LLC - Opportunistic 2026 Series | D | Pooled Investment Fund | Indefinite | $237,774,000 |
| EDGAR ↗ | May 12, 2026 | BBH Harriman Series Unit Trust - Opportunistic 2026 Sub-Trust | D | Pooled Investment Fund | Indefinite | $32,575,000 |
| EDGAR ↗ | Apr 28, 2026 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $830,176,307 |
| EDGAR ↗ | Apr 14, 2026 | BBH Wealth Strategies, LLC - Wellington International Fundamental Growth Series | D | Pooled Investment Fund | Indefinite | $26,176,180 |
| EDGAR ↗ | Mar 16, 2026 | BBH Structured Fixed Income Opportunities Fund (Cayman), Ltd. | D | Pooled Investment Fund | Indefinite | $225,000,000 |
| EDGAR ↗ | Mar 5, 2026 | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | D/A | Pooled Investment Fund | Indefinite | $885,759,759 |
| EDGAR ↗ | Feb 13, 2026 | BBH Alternative Credit Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $274,750,984 |
| EDGAR ↗ | Feb 13, 2026 | BBH Alternative Credit Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $30,760,000 |
| EDGAR ↗ | Feb 13, 2026 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $52,000,000 |
| EDGAR ↗ | Feb 13, 2026 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $179,930,000 |
| EDGAR ↗ | Feb 13, 2026 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $651,867,800 |
| EDGAR ↗ | Feb 13, 2026 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $67,579,734 |
| EDGAR ↗ | Feb 6, 2026 | BBH Wealth Strategies, LLC - Bowie Global Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,294,221,727 |
| EDGAR ↗ | Feb 6, 2026 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $162,140,000 |
| EDGAR ↗ | Feb 6, 2026 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $520,910,100 |
| EDGAR ↗ | Jan 22, 2026 | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | D/A | Pooled Investment Fund | Indefinite | $2,072,571,670 |
| EDGAR ↗ | Jan 22, 2026 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,435,014,472 |
| EDGAR ↗ | Jan 22, 2026 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $2,056,016,266 |
| EDGAR ↗ | Dec 30, 2025 | BBH Wealth Strategies Unit Trust - Harvey Capital Partners Sub-Trust | D | Pooled Investment Fund | Indefinite | $17,671,000 |
| EDGAR ↗ | Dec 30, 2025 | BBH Wealth Strategies, LLC - Harvey Capital Partners Series | D | Pooled Investment Fund | Indefinite | $335,580,000 |
| EDGAR ↗ | Dec 4, 2025 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $179,930,000 |
| EDGAR ↗ | Nov 24, 2025 | BBH Wealth Strategies Unit Trust - Braemont Partners II Sub-Trust | D | Pooled Investment Fund | Indefinite | $19,200,000 |
| EDGAR ↗ | Nov 24, 2025 | BBH Wealth Strategies, LLC - Braemont Partners II Series | D | Pooled Investment Fund | Indefinite | $211,762,000 |
| EDGAR ↗ | Nov 13, 2025 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $52,000,000 |
| EDGAR ↗ | Oct 14, 2025 | BBH Harriman Series Unit Trust - Venture Capital 2025 Sub-Trust | D | Pooled Investment Fund | Indefinite | $27,475,000 |
| EDGAR ↗ | Oct 14, 2025 | BBH Harriman Series, LLC - Venture Capital 2025 Series | D | Pooled Investment Fund | Indefinite | $258,307,000 |
| EDGAR ↗ | Oct 9, 2025 | BBH Capital Partners Executive VII-A, L.P. | D/A | Pooled Investment Fund | Indefinite | $3,050,000 |
| EDGAR ↗ | Oct 9, 2025 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $2,335,438,724 |
| EDGAR ↗ | Sep 9, 2025 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $921,126,272 |
| EDGAR ↗ | Aug 6, 2025 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $559,577,800 |
| EDGAR ↗ | Aug 6, 2025 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $66,554,734 |
| EDGAR ↗ | Jun 25, 2025 | BBH Wealth Strategies, LLC - Soroban Series | D | Pooled Investment Fund | Indefinite | $136,360,000 |
| EDGAR ↗ | Jun 23, 2025 | BBH Capital Partners VII-A-1, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,400,000 |
| EDGAR ↗ | Jun 16, 2025 | BBH Alternative Credit Fund, LLC | D/A | Pooled Investment Fund | Indefinite | $256,880,984 |
| EDGAR ↗ | Jun 16, 2025 | BBH Alternative Credit Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $30,760,000 |
| EDGAR ↗ | Jun 12, 2025 | BBH Wealth Strategies, LLC - AH Series 2 | D/A | Pooled Investment Fund | Indefinite | $159,438,000 |
| EDGAR ↗ | Jun 6, 2025 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $320,186,500 |
| EDGAR ↗ | Jun 2, 2025 | BBH Capital Partners VII-3, L.P | D/A | Pooled Investment Fund | Indefinite | $83,815,000 |
| EDGAR ↗ | Jun 2, 2025 | BBH Capital Partners VII, L.P | D/A | Pooled Investment Fund | Indefinite | $908,850,000 |
| EDGAR ↗ | Jun 2, 2025 | BBH Capital Partners VII-1, L.P. | D/A | Pooled Investment Fund | Indefinite | $77,361,000 |
| EDGAR ↗ | Jun 2, 2025 | BBH Capital Partners VII-2, L.P. | D/A | Pooled Investment Fund | Indefinite | $75,045,000 |
| EDGAR ↗ | Jun 2, 2025 | BBH Capital Partners VII-A, L.P. | D/A | Pooled Investment Fund | Indefinite | $30,330,000 |
| EDGAR ↗ | Apr 29, 2025 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $676,155,234 |
| EDGAR ↗ | Mar 5, 2025 | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | D/A | Pooled Investment Fund | Indefinite | $753,587,912 |
| EDGAR ↗ | Feb 6, 2025 | BBH Wealth Strategies, LLC - Bowie Global Equity Series | D/A | Pooled Investment Fund | Indefinite | $917,167,200 |
| EDGAR ↗ | Feb 6, 2025 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $162,140,000 |
| EDGAR ↗ | Feb 6, 2025 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $511,550,100 |
| EDGAR ↗ | Jan 23, 2025 | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,872,867,136 |
| EDGAR ↗ | Jan 23, 2025 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,279,862,484 |
| EDGAR ↗ | Jan 23, 2025 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $1,850,222,090 |
| EDGAR ↗ | Jan 13, 2025 | Simple Broadband 1 LLC | D/A | Telecommunications | Indefinite | $17,663,970 |
| EDGAR ↗ | Dec 5, 2024 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $67,500,000 |
| EDGAR ↗ | Nov 12, 2024 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $52,000,000 |
| EDGAR ↗ | Nov 4, 2024 | BBH Capital Partners VII, L.P | D/A | Pooled Investment Fund | Indefinite | $776,419,000 |
| EDGAR ↗ | Oct 10, 2024 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $2,239,817,197 |
| EDGAR ↗ | Oct 9, 2024 | BBH Capital Partners Executive VII-A, L.P. | D | Pooled Investment Fund | Indefinite | $1,300,000 |
| EDGAR ↗ | Oct 9, 2024 | BBH Cedar Street Equity Intermediate Fund LP | D/A | Pooled Investment Fund | Indefinite | $70,007,000 |
| EDGAR ↗ | Oct 8, 2024 | BBH Wealth Strategies, LLC - Prime Finance Short Duration 9 Series | D | Pooled Investment Fund | Indefinite | $82,595,000 |
| EDGAR ↗ | Sep 10, 2024 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $847,535,076 |
| EDGAR ↗ | Aug 6, 2024 | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $124,385,000 |
| EDGAR ↗ | Aug 6, 2024 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $404,082,293 |
| EDGAR ↗ | Aug 6, 2024 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $29,000,000 |
| EDGAR ↗ | Aug 5, 2024 | BBH Cedar Street Equity Intermediate Fund LP | D | Pooled Investment Fund | Indefinite | $70,007,000 |
| EDGAR ↗ | Aug 5, 2024 | BBH CEDAR STREET EQUITY LP | D/A | Pooled Investment Fund | Indefinite | $227,754,000 |
| EDGAR ↗ | Jun 24, 2024 | BBH Capital Partners VII-A-1, L.P. | D | Pooled Investment Fund | Indefinite | $1,400,000 |
| EDGAR ↗ | Jun 14, 2024 | BBH Alternative Credit Fund, LLC | D | Pooled Investment Fund | Indefinite | $175,349,899 |
| EDGAR ↗ | Jun 14, 2024 | BBH Alternative Credit Fund, Ltd. | D | Pooled Investment Fund | Indefinite | $24,410,000 |
| EDGAR ↗ | Jun 12, 2024 | BBH AH 2 CAYMAN L.P. | D | Pooled Investment Fund | Indefinite | $18,665,000 |
| EDGAR ↗ | Jun 12, 2024 | BBH Wealth Strategies, LLC - AH Series 2 | D | Pooled Investment Fund | Indefinite | $113,183,000 |
| EDGAR ↗ | Jun 7, 2024 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $320,186,500 |
| EDGAR ↗ | May 31, 2024 | BBH Capital Partners VII-3, L.P | D | Pooled Investment Fund | Indefinite | $9,615,000 |
| EDGAR ↗ | May 31, 2024 | BBH Capital Partners VII, L.P | D | Pooled Investment Fund | Indefinite | $531,054,000 |
| EDGAR ↗ | May 31, 2024 | BBH Capital Partners VII-1, L.P. | D | Pooled Investment Fund | Indefinite | $33,561,000 |
| EDGAR ↗ | May 31, 2024 | BBH Capital Partners VII-A, L.P. | D | Pooled Investment Fund | Indefinite | $23,470,000 |
| EDGAR ↗ | May 31, 2024 | BBH Capital Partners VII-2, L.P. | D | Pooled Investment Fund | Indefinite | $30,095,000 |
| EDGAR ↗ | May 13, 2024 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $29,000,000 |
| EDGAR ↗ | May 1, 2024 | BBH Wealth Strategies, LLC Martello Re Series II | D | Pooled Investment Fund | Indefinite | $154,068,000 |
| EDGAR ↗ | Apr 29, 2024 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $650,890,234 |
| EDGAR ↗ | Apr 5, 2024 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $2,157,393,209 |
| EDGAR ↗ | Mar 28, 2024 | BBH Wealth Strategies, LLC - BBH Makaira Partners Series | D/A | Pooled Investment Fund | Indefinite | $486,246,878 |
| EDGAR ↗ | Mar 8, 2024 | BBH CEDAR STREET LUNA CO-INVEST, LLC | D | Pooled Investment Fund | Indefinite | $23,000,000 |
| EDGAR ↗ | Mar 6, 2024 | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | D/A | Pooled Investment Fund | Indefinite | $639,312,484 |
| EDGAR ↗ | Feb 23, 2024 | BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | D/A | Pooled Investment Fund | Indefinite | $195,193,167 |
| EDGAR ↗ | Feb 7, 2024 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $162,140,000 |
| EDGAR ↗ | Feb 7, 2024 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $501,355,100 |
| EDGAR ↗ | Feb 6, 2024 | BBH Wealth Strategies, LLC - Bowie Global Equity Series | D | Pooled Investment Fund | Indefinite | $175,801,000 |
| EDGAR ↗ | Jan 25, 2024 | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,573,361,224 |
| EDGAR ↗ | Jan 25, 2024 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,158,011,484 |
| EDGAR ↗ | Jan 25, 2024 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $1,672,495,697 |
| EDGAR ↗ | Jan 16, 2024 | Simple Broadband 1 LLC | D/A | Telecommunications | Indefinite | $12,472,862 |
| EDGAR ↗ | Dec 8, 2023 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $16,000,000 |
| EDGAR ↗ | Nov 22, 2023 | BBH CEDAR STREET EQUITY LP | D/A | Pooled Investment Fund | Indefinite | $198,520,000 |
| EDGAR ↗ | Nov 14, 2023 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $19,000,000 |
| EDGAR ↗ | Oct 10, 2023 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $2,182,093,197 |
| EDGAR ↗ | Sep 11, 2023 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $811,303,392 |
| EDGAR ↗ | Aug 10, 2023 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $273,332,293 |
| EDGAR ↗ | Aug 7, 2023 | BBH Cedar Street Equity Intermediate Fund LP | D | Pooled Investment Fund | Indefinite | $56,687,000 |
| EDGAR ↗ | Aug 7, 2023 | BBH CEDAR STREET EQUITY LP | D | Pooled Investment Fund | Indefinite | $193,895,000 |
| EDGAR ↗ | Aug 7, 2023 | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $123,635,000 |
| EDGAR ↗ | Jun 9, 2023 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $320,186,500 |
| EDGAR ↗ | May 12, 2023 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $27,800,000 |
| EDGAR ↗ | May 4, 2023 | BBH Global Funds, LLC - BBH International Core Select | D/A | Pooled Investment Fund | Indefinite | $10,675,000 |
| EDGAR ↗ | Apr 28, 2023 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $650,890,234 |
| EDGAR ↗ | Apr 6, 2023 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $2,144,657,709 |
| EDGAR ↗ | Mar 30, 2023 | BBH Wealth Strategies, LLC - BBH Makaira Partners Series | D/A | Pooled Investment Fund | Indefinite | $427,334,718 |
| EDGAR ↗ | Mar 8, 2023 | BBH Wealth Strategies, LLC - Trinity Street International Partners Series | D | Pooled Investment Fund | Indefinite | $328,491,200 |
| EDGAR ↗ | Feb 27, 2023 | BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | D/A | Pooled Investment Fund | Indefinite | $194,873,167 |
| EDGAR ↗ | Feb 21, 2023 | BBH Wealth Strategies Unit Trust - Silver Point Distressed Opportunity II Sub-Trust | D | Pooled Investment Fund | Indefinite | $36,562,000 |
| EDGAR ↗ | Feb 7, 2023 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $157,840,000 |
| EDGAR ↗ | Feb 7, 2023 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $498,805,100 |
| EDGAR ↗ | Jan 26, 2023 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,088,557,751 |
| EDGAR ↗ | Jan 26, 2023 | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,543,623,805 |
| EDGAR ↗ | Jan 26, 2023 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $1,575,514,483 |
| EDGAR ↗ | Jan 12, 2023 | Simple Broadband 1 LLC | D/A | Telecommunications | Indefinite | $9,133,180 |
| EDGAR ↗ | Dec 8, 2022 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $15,000,000 |
| EDGAR ↗ | Nov 16, 2022 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $19,000,000 |
| EDGAR ↗ | Oct 11, 2022 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $2,067,634,963 |
| EDGAR ↗ | Sep 12, 2022 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $757,299,792 |
| EDGAR ↗ | Aug 24, 2022 | BBH Wealth Strategies Unit Trust - Braemont Partners Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $37,454,000 |
| EDGAR ↗ | Aug 23, 2022 | BBH Wealth Strategies, LLC - Braemont Partners Series | D/A | Pooled Investment Fund | Indefinite | $261,381,000 |
| EDGAR ↗ | Aug 18, 2022 | BBH Wealth Strategies, LLC - Prime Finance Short Duration VIII Series | D | Pooled Investment Fund | $138,870,000 | $138,870,000 |
| EDGAR ↗ | Aug 12, 2022 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $225,517,293 |
| EDGAR ↗ | Aug 11, 2022 | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $123,635,000 |
| EDGAR ↗ | Jul 13, 2022 | BBH Wealth Strategies, LLC - BBH Makaira Partners Series | D | Pooled Investment Fund | Indefinite | $151,231,500 |
| EDGAR ↗ | Jun 10, 2022 | BBH Wealth Strategies, LLC - AH Series 1 | D | Pooled Investment Fund | Indefinite | $190,603,000 |
| EDGAR ↗ | Jun 10, 2022 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $320,186,500 |
| EDGAR ↗ | May 13, 2022 | BBH Global Funds, LLC - BBH International Core Select | D/A | Pooled Investment Fund | Indefinite | $10,675,000 |
| EDGAR ↗ | May 13, 2022 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $25,300,000 |
| EDGAR ↗ | Apr 28, 2022 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $640,620,234 |
| EDGAR ↗ | Apr 11, 2022 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $2,017,923,636 |
| EDGAR ↗ | Mar 1, 2022 | BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | D/A | Pooled Investment Fund | Indefinite | $186,318,167 |
| EDGAR ↗ | Feb 9, 2022 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $157,840,000 |
| EDGAR ↗ | Feb 9, 2022 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $493,834,100 |
| EDGAR ↗ | Jan 27, 2022 | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,258,136,886 |
| EDGAR ↗ | Jan 27, 2022 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $939,665,859 |
| EDGAR ↗ | Jan 27, 2022 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $1,448,479,981 |
| EDGAR ↗ | Jan 21, 2022 | BBHRE EV REIT I, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 19, 2022 | Simple Broadband 1 LLC | D | Telecommunications | Indefinite | $5,345,000 |
| EDGAR ↗ | Dec 22, 2021 | BBH-NG Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $100,000,000 |
| EDGAR ↗ | Dec 13, 2021 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $15,000,000 |
| EDGAR ↗ | Dec 3, 2021 | BBH Real Estate Enhanced Value Fund I, L.P. | D | Pooled Investment Fund | $205,988,000 | $205,988,000 |
| EDGAR ↗ | Dec 3, 2021 | BBH Wealth Strategies, LLC - Martello Re Series | D | Pooled Investment Fund | Indefinite | $410,235,000 |
| EDGAR ↗ | Nov 16, 2021 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D/A | Pooled Investment Fund | Indefinite | $19,000,000 |
| EDGAR ↗ | Oct 14, 2021 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,923,671,186 |
| EDGAR ↗ | Sep 16, 2021 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $726,259,292 |
| EDGAR ↗ | Aug 30, 2021 | BBH Wealth Strategies, LLC - Braemont Partners Series | D | Pooled Investment Fund | Indefinite | $246,901,000 |
| EDGAR ↗ | Aug 30, 2021 | BBH Wealth Strategies Unit Trust - Braemont Partners Sub-Trust | D | Pooled Investment Fund | Indefinite | $33,454,000 |
| EDGAR ↗ | Aug 17, 2021 | 4033 Survios LLC | D | Pooled Investment Fund | $1,230,000 | $1,230,000 |
| EDGAR ↗ | Aug 13, 2021 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $154,218,333 |
| EDGAR ↗ | Aug 11, 2021 | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $115,010,000 |
| EDGAR ↗ | Jun 15, 2021 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $255,333,500 |
| EDGAR ↗ | May 17, 2021 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $7,300,000 |
| EDGAR ↗ | May 13, 2021 | BBH Wealth Strategies, LLC - Port Capital Small Cap Series | D/A | Pooled Investment Fund | Indefinite | $431,658,775 |
| EDGAR ↗ | May 13, 2021 | BBH Global Funds, LLC - BBH International Core Select | D/A | Pooled Investment Fund | Indefinite | $10,675,000 |
| EDGAR ↗ | May 11, 2021 | BBH Capital Partners VI-4 (Cayman) | D/A | Pooled Investment Fund | Indefinite | $37,600,000 |
| EDGAR ↗ | May 10, 2021 | BBH Capital Partners VI-4 (Cayman) | D | Pooled Investment Fund | Indefinite | $37,600,000 |
| EDGAR ↗ | Apr 30, 2021 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $621,510,234 |
| EDGAR ↗ | Apr 26, 2021 | 4033 Survios LLC | D | Pooled Investment Fund | $910,000 | $910,000 |
| EDGAR ↗ | Apr 26, 2021 | 4033 Survios LLC | D | Pooled Investment Fund | $1,195,000 | $1,195,000 |
| EDGAR ↗ | Apr 12, 2021 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $1,606,564,618 |
| EDGAR ↗ | Mar 19, 2021 | AVP Six LLC | D | Other | $900,000 | $900,000 |
| EDGAR ↗ | Mar 11, 2021 | BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | D/A | Pooled Investment Fund | Indefinite | $146,333,167 |
| EDGAR ↗ | Feb 12, 2021 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $153,140,000 |
| EDGAR ↗ | Feb 12, 2021 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $457,828,100 |
| EDGAR ↗ | Jan 27, 2021 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $683,659,972 |
| EDGAR ↗ | Jan 27, 2021 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $1,137,183,677 |
| EDGAR ↗ | Jan 26, 2021 | BBH Wealth Strategies, LLC - Cedar Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $803,006,636 |
| EDGAR ↗ | Jan 15, 2021 | BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | D | Pooled Investment Fund | Indefinite | $417,027,050 |
| EDGAR ↗ | Dec 31, 2020 | BBH Capital Partners VI-J-1 (Cayman) | D | Pooled Investment Fund | Indefinite | $55,000,000 |
| EDGAR ↗ | Dec 18, 2020 | BBH-NG Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $100,000,000 |
| EDGAR ↗ | Dec 11, 2020 | BBH Global Funds, LLC - BBH Structured Fixed Income Fund | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Nov 30, 2020 | BBH Capital Partners VI-3 (Cayman) | D | Pooled Investment Fund | Indefinite | $1,375,000 |
| EDGAR ↗ | Nov 16, 2020 | BBH Structured Fixed Income Fund (Cayman), Ltd. | D | Pooled Investment Fund | Indefinite | $19,000,000 |
| EDGAR ↗ | Nov 6, 2020 | BBH Capital Partners VI-2 (Cayman) | D | Pooled Investment Fund | Indefinite | $80,530,000 |
| EDGAR ↗ | Nov 6, 2020 | BBH Capital Partners VI-A-1 (Cayman) | D | Pooled Investment Fund | Indefinite | $1,000,000 |
| EDGAR ↗ | Nov 6, 2020 | BBH Capital Partners VI, L.P. | D | Pooled Investment Fund | Indefinite | $517,384,500 |
| EDGAR ↗ | Nov 6, 2020 | BBH Capital Partners VI-A, L.P. | D | Pooled Investment Fund | Indefinite | $250,000 |
| EDGAR ↗ | Oct 14, 2020 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,706,867,520 |
| EDGAR ↗ | Sep 16, 2020 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $653,322,792 |
| EDGAR ↗ | Aug 13, 2020 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $117,268,333 |
| EDGAR ↗ | Aug 11, 2020 | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $66,980,000 |
| EDGAR ↗ | Jul 23, 2020 | BBH Wealth Strategies, LLC - Oaktree Opportunities Fund XI Series | D/A | Pooled Investment Fund | Indefinite | $192,845,000 |
| EDGAR ↗ | Jul 22, 2020 | BBH Wealth Strategies, LLC - Oaktree Opportunities Fund XI Series | D | Pooled Investment Fund | Indefinite | $192,845,000 |
| EDGAR ↗ | Jul 22, 2020 | BBH Wealth Strategies Unit Trust - Oaktree Opportunities Fund XI Sub-Trust | D | Pooled Investment Fund | Indefinite | $35,225,000 |
| EDGAR ↗ | Jul 21, 2020 | SIG Parent Holdings, LLC | D | Insurance | Indefinite | $110,769,000 |
| EDGAR ↗ | Jun 18, 2020 | BBHTF2 Fund (Cayman) Ltd. | D | Pooled Investment Fund | Indefinite | $4,400,000 |
| EDGAR ↗ | Jun 18, 2020 | BBHTF2 Feeder Fund LLC | D | Pooled Investment Fund | Indefinite | $51,350,000 |
| EDGAR ↗ | Jun 15, 2020 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $179,983,000 |
| EDGAR ↗ | May 18, 2020 | BBH Global Funds Unit Trust - BBH Credit Value Sub-Trust | D | Pooled Investment Fund | Indefinite | $6,300,000 |
| EDGAR ↗ | May 13, 2020 | BBH Wealth Strategies, LLC - Port Capital Small Cap Series | D | Pooled Investment Fund | Indefinite | $143,310,400 |
| EDGAR ↗ | May 13, 2020 | BBH Global Funds, LLC - BBH International Core Select | D/A | Pooled Investment Fund | Indefinite | $10,675,000 |
| EDGAR ↗ | Apr 30, 2020 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $616,860,234 |
| EDGAR ↗ | Apr 10, 2020 | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | D/A | Pooled Investment Fund | Indefinite | $697,680,587 |
| EDGAR ↗ | Apr 10, 2020 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $1,326,247,460 |
| EDGAR ↗ | Mar 16, 2020 | BBH CPV WCC Co-Investment LLC | D | Pooled Investment Fund | $100,000,000 | $100,000,000 |
| EDGAR ↗ | Mar 13, 2020 | BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | D | Pooled Investment Fund | Indefinite | $93,577,667 |
| EDGAR ↗ | Feb 12, 2020 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $109,340,000 |
| EDGAR ↗ | Feb 12, 2020 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $446,108,100 |
| EDGAR ↗ | Feb 4, 2020 | AVP Five LLC | D | Other | Indefinite | $711,300 |
| EDGAR ↗ | Feb 3, 2020 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $164,665,268 |
| EDGAR ↗ | Jan 27, 2020 | BBH Wealth Strategies, LLC - Cedar Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $639,715,369 |
| EDGAR ↗ | Jan 27, 2020 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $885,455,137 |
| EDGAR ↗ | Jan 13, 2020 | Brown Brothers Real Estate Trust III | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 13, 2020 | BBH CityCentre Five LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 20, 2019 | BBH-NG Structured Fixed Income Fund | D/A | Pooled Investment Fund | Indefinite | $82,000,000 |
| EDGAR ↗ | Oct 15, 2019 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,453,010,056 |
| EDGAR ↗ | Oct 9, 2019 | BBH CityCentre Five LLC | D | REITS and Finance | $10,000,000 | $10,000,000 |
| EDGAR ↗ | Sep 17, 2019 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $496,589,765 |
| EDGAR ↗ | Aug 13, 2019 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $45,835,000 |
| EDGAR ↗ | Aug 12, 2019 | BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust | D | Pooled Investment Fund | Indefinite | $12,000,000 |
| EDGAR ↗ | Jun 17, 2019 | BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series | D | Pooled Investment Fund | Indefinite | $118,700,000 |
| EDGAR ↗ | May 29, 2019 | AVP Four LLC | D | Other | Indefinite | $9,047,407 |
| EDGAR ↗ | May 14, 2019 | BBH Global Funds, LLC - BBH International Core Select | D/A | Pooled Investment Fund | Indefinite | $10,675,000 |
| EDGAR ↗ | May 7, 2019 | BBH Wealth Strategies Unit Trust - Silver Point Distressed Opportunity Sub-Trust | D/A | Pooled Investment Fund | $22,024,000 | $22,024,000 |
| EDGAR ↗ | May 7, 2019 | BBH Wealth Strategies, LLC - Silver Point Distressed Opportunity Series | D/A | Pooled Investment Fund | $173,728,000 | $173,728,000 |
| EDGAR ↗ | May 2, 2019 | AVP Three LLC | D | Other | $10,000,000 | $3,240,156 |
| EDGAR ↗ | Apr 30, 2019 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $558,845,234 |
| EDGAR ↗ | Apr 11, 2019 | BBH Global Funds, LLC - BBH International Core Select | D | Pooled Investment Fund | Indefinite | $10,625,000 |
| EDGAR ↗ | Apr 11, 2019 | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | D/A | Pooled Investment Fund | Indefinite | $651,209,055 |
| EDGAR ↗ | Apr 11, 2019 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $1,060,717,393 |
| EDGAR ↗ | Feb 13, 2019 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $101,280,000 |
| EDGAR ↗ | Feb 13, 2019 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $377,869,100 |
| EDGAR ↗ | Feb 13, 2019 | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $48,604,467 |
| EDGAR ↗ | Feb 5, 2019 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D/A | Pooled Investment Fund | Indefinite | $71,833,500 |
| EDGAR ↗ | Feb 1, 2019 | AVP Two LLC | D | Other | $30,000,000 | $19,144,886 |
| EDGAR ↗ | Jan 28, 2019 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $709,206,778 |
| EDGAR ↗ | Jan 25, 2019 | BBH Wealth Strategies, LLC - Cedar Rock Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $310,225,955 |
| EDGAR ↗ | Dec 21, 2018 | BBH-NG Structured Fixed Income Fund | D | Pooled Investment Fund | Indefinite | $7,000,000 |
| EDGAR ↗ | Nov 14, 2018 | BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series | D | Pooled Investment Fund | Indefinite | $52,008,000 |
| EDGAR ↗ | Oct 15, 2018 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,327,313,362 |
| EDGAR ↗ | Oct 12, 2018 | BBH Real Estate Associates III, LLC | D | Pooled Investment Fund | $250,000,000 | $11,185,000 |
| EDGAR ↗ | Oct 12, 2018 | BBH Real Estate Income Fund III, L.P. | D | Pooled Investment Fund | $250,000,000 | $178,963,000 |
| EDGAR ↗ | Sep 26, 2018 | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $42,390,000 |
| EDGAR ↗ | Sep 17, 2018 | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | D | Pooled Investment Fund | Indefinite | $42,390,000 |
| EDGAR ↗ | Sep 17, 2018 | BBH Wealth Strategies, LLC - Hitchwood Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $204,768,891 |
| EDGAR ↗ | Sep 17, 2018 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $424,229,565 |
| EDGAR ↗ | Aug 13, 2018 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $34,435,000 |
| EDGAR ↗ | Jun 20, 2018 | BBH Wealth Strategies Unit Trust - Silver Point Distressed Opportunity Sub-Trust | D | Pooled Investment Fund | $100,000,000 | $0 |
| EDGAR ↗ | Jun 20, 2018 | BBH Wealth Strategies, LLC - Silver Point Distressed Opportunity Series | D | Pooled Investment Fund | $200,000,000 | $0 |
| EDGAR ↗ | Jun 20, 2018 | BBH Wealth Strategies, LLC - Cedar Rock Capital Partners Series | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 30, 2018 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $519,845,234 |
| EDGAR ↗ | Apr 11, 2018 | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | D/A | Pooled Investment Fund | Indefinite | $614,738,805 |
| EDGAR ↗ | Apr 11, 2018 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $909,922,712 |
| EDGAR ↗ | Mar 13, 2018 | BBH Capital Partners Opportunities (Cayman) 3 | D | Pooled Investment Fund | Indefinite | $21,760,000 |
| EDGAR ↗ | Feb 13, 2018 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $99,330,000 |
| EDGAR ↗ | Feb 13, 2018 | BBH Wealth Strategies, LLC - Barings Loan Series | D/A | Pooled Investment Fund | Indefinite | $349,600,100 |
| EDGAR ↗ | Jan 26, 2018 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $587,268,950 |
| EDGAR ↗ | Nov 14, 2017 | BBH Wealth Strategies, LLC - REMS Group Series | D/A | Pooled Investment Fund | Indefinite | $233,040,500 |
| EDGAR ↗ | Oct 16, 2017 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $1,236,935,927 |
| EDGAR ↗ | Sep 15, 2017 | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $45,929,467 |
| EDGAR ↗ | Sep 15, 2017 | BBH Wealth Strategies, LLC - Hitchwood Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $175,269,766 |
| EDGAR ↗ | Sep 15, 2017 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $364,113,315 |
| EDGAR ↗ | Sep 7, 2017 | CPIV ECX LLC | D | Pooled Investment Fund | $37,487,923 | $0 |
| EDGAR ↗ | Aug 11, 2017 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $33,185,000 |
| EDGAR ↗ | May 8, 2017 | BBH CP UPL Co-Investment Subsidiary LLC | D | Pooled Investment Fund | $5,150,000 | $5,150,000 |
| EDGAR ↗ | May 8, 2017 | BBH CP UPL Co-Investment LLC | D | Pooled Investment Fund | $18,600,000 | $18,600,000 |
| EDGAR ↗ | May 1, 2017 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $517,402,179 |
| EDGAR ↗ | Apr 14, 2017 | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | D/A | Pooled Investment Fund | Indefinite | $513,434,450 |
| EDGAR ↗ | Apr 14, 2017 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $807,743,300 |
| EDGAR ↗ | Feb 13, 2017 | BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust | D | Pooled Investment Fund | Indefinite | $99,030,000 |
| EDGAR ↗ | Feb 13, 2017 | BBH Wealth Strategies, LLC - Barings Loan Series | D | Pooled Investment Fund | Indefinite | $323,935,100 |
| EDGAR ↗ | Jan 26, 2017 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $500,375,450 |
| EDGAR ↗ | Nov 14, 2016 | BBH Wealth Strategies, LLC - REMS Group Series | D/A | Pooled Investment Fund | Indefinite | $212,994,000 |
| EDGAR ↗ | Nov 14, 2016 | BBH Wealth Strategies, LLC - LBC Credit Partners III Series | D/A | Pooled Investment Fund | Indefinite | $201,615,000 |
| EDGAR ↗ | Oct 14, 2016 | BBH Wealth Strategies, LLC - Select Equity Series | D/A | Pooled Investment Fund | Indefinite | $831,994,950 |
| EDGAR ↗ | Sep 16, 2016 | BBH Wealth Strategies Unit Trust - Oaktree Opportunities Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $59,690,000 |
| EDGAR ↗ | Sep 16, 2016 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D/A | Pooled Investment Fund | Indefinite | $305,697,062 |
| EDGAR ↗ | Sep 16, 2016 | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $45,783,467 |
| EDGAR ↗ | Sep 16, 2016 | BBH Wealth Strategies, LLC - Hitchwood Capital Partners Series | D/A | Pooled Investment Fund | Indefinite | $164,118,666 |
| EDGAR ↗ | Aug 15, 2016 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $28,175,000 |
| EDGAR ↗ | Jul 20, 2016 | BBH Wealth Strategies Unit Trust - Sandton Credit Solutions IV Sub-Trust | D | Pooled Investment Fund | $30,000,000 | $30,000,000 |
| EDGAR ↗ | Jul 20, 2016 | BBH Wealth Strategies, LLC - Sandton Credit Solutions IV Series | D | Pooled Investment Fund | $45,000,000 | $45,000,000 |
| EDGAR ↗ | Jul 15, 2016 | BBH Wealth Strategies, LLC - BBH Capital Partners V Series | D/A | Pooled Investment Fund | Indefinite | $292,535,000 |
| EDGAR ↗ | Jul 15, 2016 | BBH Wealth Strategies Unit Trust - BBH Capital Partners V Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $60,230,000 |
| EDGAR ↗ | Jul 14, 2016 | BBH Capital Partners V-2 (Cayman) | D | Pooled Investment Fund | $600,000,000 | $8,375,000 |
| EDGAR ↗ | Jul 14, 2016 | BBH Capital Partners V-A-1 (Cayman) | D | Pooled Investment Fund | $600,000,000 | $1,000,000 |
| EDGAR ↗ | May 13, 2016 | BBH Wealth Strategies, LLC - LBC Credit Partners III USTE Series | D/A | Pooled Investment Fund | Indefinite | $60,925,000 |
| EDGAR ↗ | May 12, 2016 | BBH Wealth Strategies, LLC - Oaktree Opportunities Series | D/A | Pooled Investment Fund | Indefinite | $70,690,000 |
| EDGAR ↗ | Apr 29, 2016 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $492,545,234 |
| EDGAR ↗ | Apr 14, 2016 | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | D/A | Pooled Investment Fund | Indefinite | $370,933,150 |
| EDGAR ↗ | Apr 14, 2016 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D/A | Pooled Investment Fund | Indefinite | $684,023,583 |
| EDGAR ↗ | Jan 26, 2016 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D/A | Pooled Investment Fund | Indefinite | $390,907,750 |
| EDGAR ↗ | Nov 12, 2015 | BBH Wealth Strategies, LLC - REMS Group Series | D/A | Pooled Investment Fund | Indefinite | $181,325,000 |
| EDGAR ↗ | Nov 12, 2015 | BBH Wealth Strategies, LLC - LBC Credit Partners III Series | D/A | Pooled Investment Fund | Indefinite | $261,200,000 |
| EDGAR ↗ | Oct 14, 2015 | BBH Wealth Strategies, LLC - Select Equity Series | D | Pooled Investment Fund | Indefinite | $355,778,000 |
| EDGAR ↗ | Sep 17, 2015 | BBH Wealth Strategies Unit Trust - Oaktree Opportunities Sub-Trust | D | Pooled Investment Fund | Indefinite | $28,000,000 |
| EDGAR ↗ | Sep 17, 2015 | BBH Wealth Strategies Unit Trust - Hitchwood Capital Partners Sub-Trust | D | Pooled Investment Fund | Indefinite | $32,495,000 |
| EDGAR ↗ | Sep 14, 2015 | BBH Wealth Strategies, LLC - Hitchwood Capital Partners Series | D | Pooled Investment Fund | Indefinite | $119,318,000 |
| EDGAR ↗ | Sep 14, 2015 | BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series | D | Pooled Investment Fund | Indefinite | $47,945,004 |
| EDGAR ↗ | Aug 14, 2015 | BBH Capital Partners V-A, L.P. | D | Pooled Investment Fund | $25,000,000 | $12,810,000 |
| EDGAR ↗ | Aug 14, 2015 | BBH Capital Partners V, L.P. | D | Pooled Investment Fund | $575,000,000 | $447,015,000 |
| EDGAR ↗ | Aug 13, 2015 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $27,550,000 |
| EDGAR ↗ | Jul 16, 2015 | BBH Wealth Strategies, LLC - BBH Capital Partners V Series | D | Pooled Investment Fund | Indefinite | $256,110,000 |
| EDGAR ↗ | Jul 16, 2015 | BBH Wealth Strategies Unit Trust - BBH Capital Partners V Sub-Trust | D | Pooled Investment Fund | Indefinite | $52,980,000 |
| EDGAR ↗ | May 14, 2015 | BBH Wealth Strategies, LLC - LBC Credit Partners III USTE Series | D/A | Pooled Investment Fund | Indefinite | $60,925,000 |
| EDGAR ↗ | May 12, 2015 | BBH Wealth Strategies, LLC - Oaktree Opportunities Series | D | Pooled Investment Fund | Indefinite | $70,690,000 |
| EDGAR ↗ | Apr 30, 2015 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $440,695,234 |
| EDGAR ↗ | Apr 14, 2015 | BBH Wealth Strategies, LLC - Burgundy Emerging Markets Series | D | Pooled Investment Fund | Indefinite | $79,095,000 |
| EDGAR ↗ | Apr 14, 2015 | BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series | D | Pooled Investment Fund | Indefinite | $114,388,750 |
| EDGAR ↗ | Jan 26, 2015 | BBH Wealth Strategies, LLC - AltaRock Partners Series | D | Pooled Investment Fund | Indefinite | $39,521,250 |
| EDGAR ↗ | Dec 12, 2014 | BBH Wealth Strategies, LLC - REMS Group Series | D | Pooled Investment Fund | Indefinite | $36,780,000 |
| EDGAR ↗ | Nov 26, 2014 | BBH Wealth Strategies, LLC - LBC Credit Partners III Series | D/A | Pooled Investment Fund | Indefinite | $201,615,000 |
| EDGAR ↗ | Aug 13, 2014 | BBH Global Funds, LLC - BBH Credit Value Series | D/A | Pooled Investment Fund | Indefinite | $15,000,000 |
| EDGAR ↗ | Aug 13, 2014 | BBH Wealth Strategies Unit Trust - Coatue Sub-Trust | D/A | Pooled Investment Fund | Indefinite | $154,362,000 |
| EDGAR ↗ | Jul 9, 2014 | BBH Wealth Strategies, LLC - Coatue Qualified Partners Series | D/A | Pooled Investment Fund | Indefinite | $119,167,000 |
| EDGAR ↗ | May 28, 2014 | BBH Global Funds, LLC - BBH Credit Value Series | D | Pooled Investment Fund | Indefinite | $20,000,000 |
| EDGAR ↗ | May 14, 2014 | BBH Wealth Strategies, LLC - LBC Credit Partners III USTE Series | D | Pooled Investment Fund | Indefinite | $60,925,000 |
| EDGAR ↗ | Apr 30, 2014 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $440,695,234 |
| EDGAR ↗ | Nov 26, 2013 | BBH Wealth Strategies, LLC - LBC Credit Partners III Series | D | Pooled Investment Fund | Indefinite | $132,080,000 |
| EDGAR ↗ | Aug 13, 2013 | BBH Wealth Strategies Unit Trust - Coatue Sub-Trust | D | Pooled Investment Fund | Indefinite | $19,095,000 |
| EDGAR ↗ | Jul 9, 2013 | BBH Wealth Strategies, LLC - Coatue Qualified Partners Series | D | Pooled Investment Fund | Indefinite | $47,055,000 |
| EDGAR ↗ | Jul 1, 2013 | CPIV BCI Co-Investment LLC | D | Pooled Investment Fund | $70,000,000 | $57,215,000 |
| EDGAR ↗ | Apr 30, 2013 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $440,695,234 |
| EDGAR ↗ | Apr 30, 2012 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $432,080,000 |
| EDGAR ↗ | Mar 14, 2012 | BBH Long/Short Equity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $244,859,509 |
| EDGAR ↗ | Mar 14, 2012 | BBH Long/Short Equity Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $90,090,000 |
| EDGAR ↗ | Nov 4, 2011 | Brown Brothers Real Estate Trust II | D | REITS and Finance | $125,000 | $0 |
| EDGAR ↗ | Aug 25, 2011 | BBH Asian Opportunity Fund (Cayman) | D/A | Pooled Investment Fund | Indefinite | $46,060,000 |
| EDGAR ↗ | Aug 25, 2011 | BBH Asian Opportunity Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $164,790,000 |
| EDGAR ↗ | May 26, 2011 | BBH Capital Partners QP IV (Cayman) | D | Other Banking and Financial Services | $300,000,000 | $0 |
| EDGAR ↗ | May 26, 2011 | BBH Capital Partners IV (Cayman) | D | Other Banking and Financial Services | $300,000,000 | $0 |
| EDGAR ↗ | May 16, 2011 | BBH Capital Partners IV, LP | D/A | Other Banking and Financial Services | $300,000,000 | $0 |
| EDGAR ↗ | May 16, 2011 | BBH Capital Partners QP IV, LP | D/A | Other Banking and Financial Services | $300,000,000 | $0 |
| EDGAR ↗ | May 13, 2011 | BBH Capital Partners QP IV, LP | D | Other Banking and Financial Services | $300,000,000 | $0 |
| EDGAR ↗ | May 13, 2011 | BBH Capital Partners IV, LP | D | Other Banking and Financial Services | $300,000,000 | $0 |
| EDGAR ↗ | Apr 29, 2011 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $79,900,000 |
| EDGAR ↗ | Mar 24, 2011 | BBH Real Estate Income Series Fund II, L.P. | D | Pooled Investment Fund | $200,000,000 | $0 |
| EDGAR ↗ | Mar 24, 2011 | BBH Real Estate Income Fund II, L.P. | D | Pooled Investment Fund | $200,000,000 | $0 |
| EDGAR ↗ | Mar 14, 2011 | BBH Long/Short Equity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $9,515,000 |
| EDGAR ↗ | Mar 14, 2011 | BBH Long/Short Equity Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $6,820,000 |
| EDGAR ↗ | Aug 25, 2010 | BBH Asian Opportunity Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $145,759,800 |
| EDGAR ↗ | Aug 25, 2010 | BBH Asian Opportunity Fund (Cayman) | D/A | Pooled Investment Fund | Indefinite | $128,511,000 |
| EDGAR ↗ | May 6, 2010 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $227,184,649 |
| EDGAR ↗ | Mar 31, 2010 | 1818 PARTNERS LP | D/A | Pooled Investment Fund | Indefinite | $227,184,649 |
| EDGAR ↗ | Mar 12, 2010 | BBH Long/Short Equity Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $61,920,500 |
| EDGAR ↗ | Mar 12, 2010 | BBH Long/Short Equity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $151,005,100 |
| EDGAR ↗ | Jan 4, 2010 | Tower Ventures REIT, Inc. | D | REITS and Finance | $125,000 | $107,000 |
| EDGAR ↗ | Aug 26, 2009 | BBH Asian Opportunity Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $143,272,800 |
| EDGAR ↗ | Mar 16, 2009 | BBH Asian Opportunity Fund (Cayman) | D/A | Pooled Investment Fund | Indefinite | $126,823,000 |
| EDGAR ↗ | Mar 16, 2009 | BBH Asian Opportunity Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $141,859,800 |
| EDGAR ↗ | Mar 16, 2009 | BBH Long/Short Equity Offshore Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $137,575,500 |
| EDGAR ↗ | Mar 16, 2009 | BBH Long/Short Equity Fund, LP | D/A | Pooled Investment Fund | Indefinite | $135,717,100 |
Activity: 16 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Aug 13, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009), REITS and Finance (2010), Pooled Investment Fund (2010–2011), Other Banking and Financial Services (2011), REITS and Finance (2011), Pooled Investment Fund (2013–2018), Other (2019), Pooled Investment Fund (2019), Other (2019), Pooled Investment Fund (2019), REITS and Finance (2019–2020), Other (2020), Pooled Investment Fund (2020), Insurance (2020), Pooled Investment Fund (2020–2021), Other (2021), Pooled Investment Fund (2021), Telecommunications (2022), REITS and Finance (2022). Latest offering: Pooled Investment Fund (2022–2026; most recent Aug 13, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Brown Brothers Harriman & Co. entity | Executive Officer, Director, Promoter | 91 | Mar 31, 2010 → Aug 13, 2026 |
| William S. Grant | Executive Officer | 28 | Aug 12, 2019 → Sep 10, 2024 |
| Christian Brunet | Executive Officer | 24 | Dec 12, 2014 → Jul 2, 2026 |
| Amy Kirkpatrick | Executive Officer | 23 | Oct 8, 2024 → Aug 13, 2026 |
| Brown Brothers Harriman Trust Company (Cayman) Limited entity | Executive Officer | 19 | Sep 17, 2015 → Aug 13, 2026 |
| Michael A. Boylan | Executive Officer, Director | 17 | Jan 4, 2010 → Oct 9, 2025 |
| Jean Pierre Paquin | Executive Officer, Director | 14 | May 13, 2011 → Dec 8, 2023 |
| Jeffrey Meskin | Executive Officer, Director | 11 | Jan 4, 2010 → Nov 6, 2020 |
| Daniel Greifenkamp | Executive Officer, Director | 9 | Jun 18, 2020 → Jun 10, 2026 |
| Martin S. Levine | Executive Officer, Director | 9 | Mar 24, 2011 → Jan 21, 2022 |
| Radford W. Klotz | Director, Executive Officer | 9 | Mar 24, 2011 → Oct 12, 2018 |
| Denis Molleur | Executive Officer | 8 | Mar 24, 2011 → Jan 13, 2020 |
| Brown Brothers Harriman Credit Partners, LLC entity | Executive Officer | 7 | Feb 13, 2026 → Jun 10, 2026 |
| BBH Private Capital Management VII, LLC entity | Executive Officer | 7 | May 31, 2024 → Oct 9, 2025 |
| Jeffrey Libshutz | Director, Executive Officer | 7 | Jan 4, 2010 → Jan 13, 2025 |
| Charles H. Schreiber | Executive Officer, Director | 6 | Nov 4, 2011 → Jan 21, 2022 |
| Patrick Heffernan | Executive Officer, Director | 6 | Oct 12, 2018 → Jan 21, 2022 |
| Lee Chaikin | Director, Executive Officer | 6 | Jan 4, 2010 → Aug 17, 2021 |
| Tom Kruger | Executive Officer | 5 | Mar 8, 2024 → Jul 2, 2026 |
| Matthew Heffernan | Executive Officer | 5 | Nov 6, 2020 → May 11, 2021 |
| Mark W. Johnson | Director, Executive Officer | 5 | Mar 16, 2009 → Mar 14, 2012 |
| John A. Nielsen | Director, Executive Officer | 5 | Mar 16, 2009 → Nov 4, 2011 |
| Christopher Gioia | Executive Officer | 4 | Feb 1, 2019 → Feb 4, 2020 |
| Bradley M Langer | Executive Officer | 4 | Aug 14, 2015 → Jul 14, 2016 |
| Jeffrey Clarke | Executive Officer | 4 | Aug 14, 2015 → Jul 14, 2016 |
| Richard Yeh | Executive Officer | 4 | Aug 14, 2015 → Jul 14, 2016 |
| Ivan A Prada | Executive Officer | 4 | Aug 14, 2015 → Jul 14, 2016 |
| Charles O. Izard | Executive Officer | 4 | Jul 9, 2013 → Nov 26, 2014 |
| Robert R Gould | Director, Executive Officer | 4 | Mar 16, 2009 → Aug 25, 2010 |
| John Hass | Director, Executive Officer | 4 | Mar 16, 2009 → Aug 26, 2009 |
| Andrew Holt | Executive Officer | 3 | Feb 1, 2019 → May 29, 2019 |
| Jeffrey A. Schoenfeld | Director, Executive Officer | 3 | Aug 25, 2010 → Aug 13, 2018 |
| Kruger Tom | Executive Officer | 2 | Aug 7, 2023 → Oct 9, 2024 |
| S. Brown Brothers Harriman & Co. entity | Executive Officer | 2 | Feb 21, 2023 → Jun 12, 2024 |
| BBH Private Capital Management VI, LLC entity | Executive Officer | 2 | Nov 6, 2020 → Nov 6, 2020 |
| BBH Private Capital Management IV, LLC entity | Executive Officer | 2 | Jul 1, 2013 → Sep 7, 2017 |
| BBH Capital Management V, LLC entity | Executive Officer | 2 | May 8, 2017 → May 8, 2017 |
| Petros L Tsirigotis | Director, Executive Officer | 2 | Aug 25, 2011 → Aug 25, 2011 |
| Gregory S. Steier | Director, Executive Officer | 2 | Mar 14, 2011 → Mar 14, 2011 |
| Lawrence C. Tucker | Executive Officer | 2 | Mar 16, 2009 → Mar 16, 2009 |
| Brothers Harriman Credit Partners, LLC entity | Executive Officer | 1 | Feb 13, 2026 → Feb 13, 2026 |
| Brown Brothers Harriman Trust Company (Cayman) Limited entity | Executive Officer | 1 | Dec 30, 2025 → Dec 30, 2025 |
| BBH&Co. entity | Executive Officer | 1 | Oct 14, 2025 → Oct 14, 2025 |
| Dan Greifenkamp | Executive Officer | 1 | Apr 29, 2024 → Apr 29, 2025 |
| Evan Grayer | Executive Officer | 1 | Jan 19, 2022 → Jan 13, 2025 |
| JP Paquin | Executive Officer | 1 | Apr 30, 2021 → Apr 28, 2023 |
| Steven A. Werber Jr. | Executive Officer | 1 | Apr 30, 2021 → Apr 28, 2023 |
| S. Brown Brothers Harriman Trust Company (Cayman) Limited entity | Executive Officer | 1 | Feb 21, 2023 → Feb 21, 2023 |
| BBHRE EV Associates I, LLC entity | Executive Officer | 1 | Dec 3, 2021 → Dec 3, 2021 |
| GCCK Ventures LLC c/o | Executive Officer | 1 | Mar 19, 2021 → Mar 19, 2021 |
| David Bowlin (Junior) | Director | 1 | Jul 21, 2020 → Jul 21, 2020 |
| David Leslie Bowlin (Senior) | Director | 1 | Jul 21, 2020 → Jul 21, 2020 |
| Robert Patrick Kruczek | Director | 1 | Jul 21, 2020 → Jul 21, 2020 |
| George Douglas Edwards | Director | 1 | Jul 21, 2020 → Jul 21, 2020 |
| BBHTF2 Management LLC entity | Promoter | 1 | Jun 18, 2020 → Jun 18, 2020 |
| Timothy E. Hartch | Executive Officer | 1 | Mar 31, 2010 → Apr 30, 2020 |
| BBH Private Capital Management V, LLC entity | Executive Officer | 1 | Mar 16, 2020 → Mar 16, 2020 |
| BBH Real Estate Associates III, LLC entity | Executive Officer | 1 | Oct 12, 2018 → Oct 12, 2018 |
| Donald Hardie | Executive Officer | 1 | Mar 13, 2018 → Mar 13, 2018 |
| Andrew Hofer | Executive Officer | 1 | May 28, 2014 → Aug 11, 2017 |
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet searched.
Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period) · Premium
Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".
No corrections have been requested for this page.
Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.
Add a sourced explanation next to any fact. Reviewed before publishing.