PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 1:01 AM ET

Sponsor Check › Person

Amy Kirkpatrick

Related person on Form D filings · address state as listed: NY · listed Oct 8, 2024 → Aug 13, 2026

24issuers
34Form D filings
2024–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

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, 11:55 PM ET.

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.

2. Regulatory actions

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.

3. Bankruptcies

None found in sources searched.

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, 11:55 PM ET.

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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

0 of 24 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Aug 13, 2026 D
File 021-594040
$0$0$0None listed on this filing
EDGAR ↗Jul 15, 2026 D
File 021-590963
$0$0$0None listed on this filing
EDGAR ↗Jun 18, 2026 D/A
File 021-549842
$0$0$0None listed on this filing
EDGAR ↗Jun 16, 2026 D/A
File 021-549043
$0$0$0None listed on this filing
EDGAR ↗May 12, 2026 D
File 021-583745
$0$0$0None listed on this filing
EDGAR ↗May 12, 2026 D
File 021-583744
$0$0$0None listed on this filing
EDGAR ↗Apr 14, 2026 D
File 021-580242
$0$0$0None listed on this filing
EDGAR ↗Mar 5, 2026 D/A
File 021-475253
$0$0$0None listed on this filing
EDGAR ↗Feb 6, 2026 D/A
File 021-280557
$0$0$0None listed on this filing
EDGAR ↗Feb 6, 2026 D/A
File 021-280560
$0$0$0None listed on this filing
EDGAR ↗Feb 6, 2026 D/A
File 021-504545
$0$0$0None listed on this filing
EDGAR ↗Jan 22, 2026 D/A
File 021-232836
$0$0$0None listed on this filing
EDGAR ↗Jan 22, 2026 D/A
File 021-325854
$0$0$0None listed on this filing
EDGAR ↗Jan 22, 2026 D/A
File 021-386441
$0$0$0None listed on this filing
EDGAR ↗Dec 30, 2025 D
File 021-568469
$0$0$0None listed on this filing
EDGAR ↗Dec 30, 2025 D
File 021-568478
$0$0$0None listed on this filing
EDGAR ↗Nov 24, 2025 D
File 021-564808
$0$0$0None listed on this filing
EDGAR ↗Nov 24, 2025 D
File 021-564806
$0$0$0None listed on this filing
EDGAR ↗Oct 14, 2025 D
File 021-560639
$0$0$0None listed on this filing
EDGAR ↗Oct 9, 2025 D/A
File 021-249305
$0$0$0None listed on this filing
EDGAR ↗Sep 9, 2025 D/A
File 021-247596
$0$0$0None listed on this filing
EDGAR ↗Jun 12, 2025 D/A
File 021-515834
$0$0$0None listed on this filing
EDGAR ↗Jun 6, 2025 D/A
File 021-342120
$0$0$0None listed on this filing
EDGAR ↗Oct 8, 2024 D
File 021-526201
$0$0$0None listed on this filing

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 every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗BBH Wealth Strategies Unit Trust - Active Extension Global Equity Sub-Trust
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is a Managing Director of the parent of the Issuer's Trustee.
Aug 13, 2026DIndefinite
similar: $155,000–$5,250,000
$46,635,00026
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - SkyKnight Capital Fund V Series
group: Bbh Wealth
Executive Officer
Amy Kirkpatrick is Managing Director of the Managing Member of the Issuer.
Jul 15, 2026DIndefinite
similar: $155,000–$5,250,000
$25,000,00035
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Soroban Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jun 18, 2026D/AIndefinite
similar: $155,000–$5,250,000
$541,372,744833
similar: 4–27
$9,000
similar: $1,000–$100,000
EDGAR ↗BBH Soroban Cayman, LPExecutive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jun 16, 2026D/AIndefinite
similar: $155,000–$5,250,000
$102,697,31253
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Harriman Series Unit Trust - Opportunistic 2026 Sub-Trust
group: Bbh Wealth
Executive Officer
Amy Kirkpatrick is a Managing Director of the Parent of the Issuer's Trustee.
May 12, 2026DIndefinite
similar: $155,000–$5,250,000
$32,575,00027
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Harriman Series, LLC - Opportunistic 2026 Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
May 12, 2026DIndefinite
similar: $155,000–$5,250,000
$237,774,000463
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Wellington International Fundamental Growth Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Apr 14, 2026DIndefinite
similar: $155,000–$5,250,000
$26,176,18050
similar: 4–27
$27,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Trinity Street International Partners Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Mar 5, 2026D/AIndefinite
similar: $155,000–$5,250,000
$885,759,7591312
similar: 4–27
$3,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Feb 6, 2026D/AIndefinite
similar: $155,000–$5,250,000
$162,140,00054
similar: 4–27
$300,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Barings Loan Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Feb 6, 2026D/AIndefinite
similar: $155,000–$5,250,000
$520,910,100775
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Bowie Global Equity Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Feb 6, 2026D/AIndefinite
similar: $155,000–$5,250,000
$1,294,221,7271423
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jan 22, 2026D/AIndefinite
similar: $155,000–$5,250,000
$2,072,571,6702060
similar: 4–27
$5,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jan 22, 2026D/AIndefinite
similar: $155,000–$5,250,000
$1,435,014,4721973
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - AltaRock Partners Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jan 22, 2026D/AIndefinite
similar: $155,000–$5,250,000
$2,056,016,2662395
similar: 4–27
$3,750
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies Unit Trust - Harvey Capital Partners Sub-Trust
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is a Managing Director of the Parent of the Issuer's Trustee.
Dec 30, 2025DIndefinite
similar: $155,000–$5,250,000
$17,671,00022
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Harvey Capital Partners Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Dec 30, 2025DIndefinite
similar: $155,000–$5,250,000
$335,580,000484
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Braemont Partners II Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is a Managing Director of the Issuer's manager.
Nov 24, 2025DIndefinite
similar: $155,000–$5,250,000
$211,762,000508
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies Unit Trust - Braemont Partners II Sub-Trust
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is a Managing Director of the parent of the Issuer's Trustee.
Nov 24, 2025DIndefinite
similar: $155,000–$5,250,000
$19,200,00026
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Harriman Series, LLC - Venture Capital 2025 Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Oct 14, 2025DIndefinite
similar: $155,000–$5,250,000
$258,307,000644
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Select Equity Series
group: Bbh Wealth
Executive Officer
Managing Director of the Issuer's Manager
Oct 9, 2025D/AIndefinite
similar: $155,000–$5,250,000
$2,335,438,7241800
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Clarkston Capital Partners Small/Mid Cap Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Sep 9, 2025D/AIndefinite
similar: $155,000–$5,250,000
$921,126,2721606
similar: 4–27
$5,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Soroban Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jun 25, 2025DIndefinite
similar: $155,000–$5,250,000
$136,360,000260
similar: 4–27
$50,000
similar: $1,000–$100,000
EDGAR ↗BBH Soroban Cayman, LPExecutive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jun 16, 2025DIndefinite
similar: $155,000–$5,250,000
$10,265,00014
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - AH Series 2
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jun 12, 2025D/AIndefinite
similar: $155,000–$5,250,000
$159,438,000353
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Cat Rock Capital Partners Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jun 6, 2025D/AIndefinite
similar: $155,000–$5,250,000
$320,186,500201
similar: 4–27
$30,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Trinity Street International Partners Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Mar 5, 2025D/AIndefinite
similar: $155,000–$5,250,000
$753,587,9121179
similar: 4–27
$3,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Bowie Global Equity Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Feb 6, 2025D/AIndefinite
similar: $155,000–$5,250,000
$917,167,2001172
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Barings Loan Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Feb 6, 2025D/AIndefinite
similar: $155,000–$5,250,000
$511,550,100772
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies Unit Trust - Barings Loan Sub-Trust
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Feb 6, 2025D/AIndefinite
similar: $155,000–$5,250,000
$162,140,00054
similar: 4–27
$300,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - GQG Partners Emerging Markets Equity Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jan 23, 2025D/AIndefinite
similar: $155,000–$5,250,000
$1,279,862,4841834
similar: 4–27
$10,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - AltaRock Partners Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jan 23, 2025D/AIndefinite
similar: $155,000–$5,250,000
$1,850,222,0902219
similar: 4–27
$3,750
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is Managing Director of the Issuer's Manager.
Jan 23, 2025D/AIndefinite
similar: $155,000–$5,250,000
$1,872,867,1361883
similar: 4–27
$5,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Select Equity Series
group: Bbh Wealth
Executive Officer
Managing Director of the Issuer's Manager
Oct 10, 2024D/AIndefinite
similar: $155,000–$5,250,000
$2,239,817,1971701
similar: 4–27
$15,000
similar: $1,000–$100,000
EDGAR ↗BBH Wealth Strategies, LLC - Prime Finance Short Duration 9 Series
group: Bbh Wealth
Executive Officer
Ms. Kirkpatrick is a Managing Director of the Issuer's manager.
Oct 8, 2024DIndefinite
similar: $155,000–$5,250,000
$82,595,000228
similar: 4–27
$100,000
similar: $1,000–$100,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 4 names on the same filings (4 management entities, 0 people)

People and management entities the issuers listed as related persons on the same Form D filings as Amy Kirkpatrick. Source: the EDGAR rows in the table above.

Other offering types (Regulation A and Regulation Crowdfunding)

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)

Change history

No corrections have been requested for this page.

Facts from public records only, each linked to its source. No ratings, no opinions. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Amy Kirkpatrick appears on a new Form D, or when a court case or SEC action is matched to them. See plans →