Barrett Upton Tax-Efficient Income Fund LP
Amendment
CIK: 0002081417·Pooled Investment Fund·DELAWARE·Filed: Mar 27, 2026
Total Offering
Indefinite
Amount Sold
$73,900,000
Investors
46
First Sale
Sep 24, 2025
Offering Details
- Type
- Pooled Investment Fund, Other: Limited Partnership Interests
- Exemptions
- Rule 506(b), Section 3(c), Section 3(c)(7)
- Entity Type
- Limited Partnership
- Year Incorporated
- 2025
- Non-Accredited Investors
- No
Related Persons
| Name | Role |
|---|---|
| Brendan Lake | Related Person |
| PPB BUTEI Mgt LLC | Related Person |
| Barrett Upton Capital Partners LLC | Related Person |
Company
Barrett Upton Tax-Efficient Income Fund LP
300 BARR HARBOR DRIVE
WEST CONSHOHOCKEN, PA, 19428
484-278-4017
SEC Filing
0002081417-26-000001
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