Form D · Private Equity Fund

Barrett Upton Tax-Efficient Income Fund LP

West Conshohocken, PA · CIK 0002081417

Offering snapshot reported Mar 27, 2026 · SEC filing

Reported sold
$73.9M
Indefinite offering
Investors reported
46
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 24, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 46

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 27, 2026Amendment$73,900,000No comparison46SEC filing
Aug 13, 2025InitialYet to sellNo comparison0SEC 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
021-554545
Limited Partnership Interests

Source: Form D, filed Mar 27, 2026. 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 TAX EFFICIENT INCOME FUND

Investment adviser: BARRETT UPTON CAPITAL PARTNERS LLC

Gross asset value
$46.1M
Beneficial owners
26
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
Prime broker FIDELITY PRIME FINANCING BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
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

FIDELITY PRIME FINANCING
CRD 299736 · SEC 8-70261

Filing source

Form ADV 2073812 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-5656138092

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

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
NameReported role
N/A Barrett Upton Capital Partners Llc Executive
Brendan Lake Executive
N/A Ppb Butei Mgt Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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