BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series is a Hedge Fund in New York, that has raised $2.16 bn from 2,018 investors, with a minimum investment of $6.25 k, for a fund started in Apr 2015. Data from SEC filing on 5 Apr 2024.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
473200955
Address
BBH Wealth Strategies, LLC - Bares Mid/Large Cap Series
140 BROADWAY
NEW YORK
NY 10005
140 BROADWAY
NEW YORK
NY 10005
Phone
212-493-8129
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Bares Capital Management, Inc. | $2.72 bn | |
BBH Bares Mid/large Cap Master Fund, LP | $1.15 bn | Hedge Fund |
BBH Wealth Strategies Unit Trust - Bares Mid/large Cap Sub Trust | ||
BBH Wealth Strategies, LLC - Bares Mid/large Cap Series |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund, sold $2.16 bn, 2018 investors
5 Apr 24
D/A
Indefinite amount in investment fund, sold $2.14 bn, 2002 investors
6 Apr 23
D/A
Indefinite amount in investment fund, sold $2.02B, 1917 investors
11 Apr 22
D/A
Indefinite amount in investment fund, sold $1.61B, 1566 investors
12 Apr 21
D/A
Indefinite amount in investment fund, sold $1.33B, 1277 investors
9 Apr 20
D/A
Indefinite amount in investment fund, sold $1.06B, 1089 investors
11 Apr 19
D/A
Indefinite amount in investment fund, sold $909.92M, 915 investors
11 Apr 18
D/A
Indefinite amount in investment fund, sold $807.74M, 818 investors
14 Apr 17
D/A
Indefinite amount in investment fund, sold $684.02M, 683 investors
14 Apr 16
D
Indefinite amount in investment fund, sold $114.39M, 408 investors
14 Apr 15
Latest ownership filings
No filings