Barrett Upton Tax-Efficient Income Fund LP
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
Brendan Lake — Executive Officer
Also named on: Caprock PSP V LP, Caprock Real Estate Opportunities I LP, Century Park Income Fund, Century Park Income Fund II, LP, Century Park Growth & Income Fund LP
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.