HedgeMountain

BBH Wealth Strategies, LLC - Soroban Series

New York, NY · CIK 2074621

BBH Wealth Strategies, LLC - Soroban Series is a hedge fund based in New York, New York. According to its most recent Form D, filed Jun 18, 2026, the fund has sold $541,372,744 of interests to 833 investors since its first sale in Jun 2025. The minimum investment it accepts from an outside investor is $9,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brown Brothers Harriman & Co; Amy Kirkpatrick.

Performance

No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to HedgeMountain directly.

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Total raised
$541,372,744Cumulative sales reported on Form D
Investors
833
First sale
Jun 2, 2025
Minimum investment
$9,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Brown Brothers Harriman & Co; Amy Kirkpatrick
Latest Form D
Jun 18, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures

Size compared with every hedge fund

Raised more than 80% of the 2,479 hedge funds based in New York, and more than 83% of all 10,157 that report sales.

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