Form D · Private Equity Fund

Barrett Upton Private Equity Access Fund LP

West Conshohocken, PA · CIK 0001989935

Offering snapshot reported Mar 18, 2025 · SEC filing

Reported sold: $63.5M
Investors reported: 115
Minimum accepted: $100K
First sale: Sep 1, 2023

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 115

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 18, 2025	Amendment	$63,525,000	No comparison	115	SEC filing
Mar 18, 2025	Amendment	$63,525,000	No comparison	115	SEC filing
Mar 18, 2025	Amendment	$63,525,000	No comparison	115	SEC filing
Mar 20, 2024	Amendment	$56,975,000	No comparison	95	SEC filing
Aug 28, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-490739

Limited Partnership Interests

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
None	None

Source: Form D, filed Mar 18, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BARRETT UPTON PRIVATE EQUITY ACCESS FUND

Investment adviser: BARRETT UPTON CAPITAL PARTNERS LLC

Gross asset value: $63.3M
Beneficial owners: 113
ADV minimum commitment: $100K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor TAIT WELLER & BAKER LLP PHILADELPHIA, Pennsylvania, United States

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Marketer CRESCENT GROVE ADVISORS LAKE FOREST, Illinois, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

TAIT WELLER & BAKER LLP
PCAOB 445

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

CRESCENT GROVE ADVISORS
CRD 170912 · SEC 801-79577

Filing source

Form ADV 2073812 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-5353222820

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Barrett Upton Private Equity Access Fund LP (this fund)	Mar 18, 2025	$63,525,000	115
Barrett Upton Private Equity Access Fund II LP	Jan 9, 2026	Yet to sell	0

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Barrett Upton Capital Partners Llc	Promoter
Brendan Lake	Executive
N/A Ppb Bupe Mgt Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

300 Barr Harbor Drive Suite 260
West Conshohocken, PA, 19428