United States · Investor

BBH Wealth Strategies

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

UnknownNew fund $25M, Jul 2026Private equity

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch BBH Wealth Strategies

What they do

Filed 5 private fund offerings with the SEC, the most recent in 2026-07From their own website
Type
Private equity (from a list, unverified)
Cheque size
Not stated
Based in
NY, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration7 named

.B. Brown Brothers Harriman & CoBrown Brothers Harriman & Co. is the manageriFiling they signed
.B. Brown Brothers Harriman & Co.Brown Brothers Harriman & Co. is the parent of the Issuer's Trustee.iFiling they signed
AKAmy KirkpatrickMs. Kirkpatrick is a Managing Director of the Issuer's manager.iFiling they signed
BBBrown Brothers Harriman & Co.Brown Brothers Harriman & Co. is the manageriFiling they signed
COCharles O. IzardMr. Izard is partner of Brown Brothers Harriman & Co., the parent of the trusteeiFiling they signed
CMChristian M. BrunetMr. Brunet is the CFO and COO of the Private Banking Division of Brown Brothers Harriman & Co., the parent of the trusteeiFiling they signed
W.William .S. GrantMr. Grant is a Senior Vice President of Brown Brothers Harriman & Co., the parent of the Issuer's trustee.iFiling they signed

We also hold 7 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

Quick answers about BBH Wealth Strategies

Is BBH Wealth Strategies investing now?

No investments in the last 12 months.

What kind of investor is BBH Wealth Strategies?

BBH Wealth Strategies is a private equity firm based in NY, United States.

Has BBH Wealth Strategies raised a new fund?

Its latest fund filing with the SEC was in Jul 2026, reporting $25M raised.

Where does this information on BBH Wealth Strategies come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it