Barrett Upton Tax-Efficient Income Fund LP — Form D/A
Barrett Upton Tax-Efficient Income Fund LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D amendment with the SEC on 2026-03-27. $73.9M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2026-03-27
- Form: D/A
- Accession: 0002081417-26-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b,3C,3C.7
- Amount sold: $73.9M
- Minimum investment: $100K
- Investors: 46
- Date of first sale: 2025-09-24
- 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 | Related Person | Lake Forest, IL |
| Brendan Lake | Related Person | West Conshohocken, PA |
| N/A PPB BUTEI Mgt LLC | Related Person | West Conshohocken, PA |
| Brendan Lake | Executive Officer | West Conshohocken, PA |
| N/A PPB BUTEI Mgt LLC | Executive Officer | West Conshohocken, PA |
| N/A Barrett Upton Capital Partners LLC | Executive Officer | Lake Forest, IL |
Other filings by this issuer (1)
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