Form D — Barrett Upton Tax-Efficient Income Fund LP
0002081417-26-000001 · filed 2026-03-27
Offering
- Industry
- Pooled Investment Fund
- Exemptions
- 06b, 3C, 3C.7
- Total offering
- —
- Total sold
- $73,900,000
- Minimum investment
- $100,000
- Investors
- —
- Sales commission
- —
- Finders' fees
- —
Issuer
- Name
- Barrett Upton Tax-Efficient Income Fund LP
- CIK
- 2081417
- Entity
- Limited Partnership
- Jurisdiction
- DELAWARE
- Year incorporated
- 2025
- Address
- 300 BARR HARBOR DRIVE
WEST CONSHOHOCKEN, PA 19428 - Phone
- 484-278-4017
Related persons
May not be accurate — issuers self-report this list and the SEC does not verify it. Cross-check the original SEC EDGAR filing if accuracy matters.
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Brendan Lake · Executive OfficerWest Conshohocken, PA Find on LinkedIn ↗
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N/A PPB BUTEI Mgt LLC · Executive OfficerWest Conshohocken, PA Find on LinkedIn ↗
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N/A Barrett Upton Capital Partners LLC · Executive OfficerLake Forest, IL Find on LinkedIn ↗
View original on SEC EDGAR.