# Barrett Upton Tax-Efficient Income Fund LP — Form D

Barrett Upton Tax-Efficient Income Fund LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-08-13. Industry: Pooled Investment Fund.

## Offering

- Filed: 2025-08-13
- Form: D
- Accession: 0002081417-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Minimum investment: $100K
- Security types: fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-554545

## Issuer

- Name: Barrett Upton Tax-Efficient Income Fund LP
- CIK: 0002081417
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2025
- Address: 300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA, 19428
- Phone: 484-278-4017

## Officers, directors & promoters (6)

| Name | Role | Location |
| --- | --- | --- |
| N/A Barrett Upton Capital Partners LLC | Executive Officer | Lake Forest, IL |
| Brendan Lake | Executive Officer | West Conshohocken, PA |
| N/A PPB BUTEI Mgt LLC | Executive Officer | West Conshohocken, PA |
| Brendan Lake | Related Person | West Conshohocken, PA |
| N/A PPB BUTEI Mgt LLC | Related Person | West Conshohocken, PA |
| N/A Barrett Upton Capital Partners LLC | Related Person | Lake Forest, IL |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-03-27](https://search.stillhousedata.com/formd/0002081417-26-000001) | D/A | — | $73.9M |

## More

- [CIK 2081417 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2081417&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002081417-25-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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