Barrett Upton Tax-Efficient Income Fund LP

Services West Conshohocken, PA

About

Issuer

Entity type
Limited Partnership
Jurisdiction
Delaware
Sector
Services
Headquarters
West Conshohocken, PA
Street
300 Barr Harbor Drive
Zip
19428

Offering

Total offering
Amount sold
$73.9M
First sale
Sep 24, 2025
Min investment
$100k
Securities
Pooled investment fund, Other
Federal exemption
Rule 506(b)
Investors so far
46

How this filing compares

Other Pennsylvania filings this week: Caprock PSP V LP, Caprock Real Estate Opportunities I LP, Century Park Growth & Income Fund LP, Century Park Income Fund, Century Park Income Fund II, LP

Leadership

N/A PPB BUTEI Mgt LLC — Executive Officer

N/A Barrett Upton Capital Partners LLC — Executive Officer

Filing details

Barrett Upton Tax-Efficient Income Fund LP filed a Form D with the SEC on March 27, 2026.

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