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SEC Form D · filed August 13, 2025

Barrett Upton Tax-Efficient Income Fund LP

Offering
—
Sold
—
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
WEST CONSHOHOCKEN, PA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (7)

Brendan W. Lake · West Conshohocken, PAExecPpb Butei Mgt Llc · West Conshohocken, PAExecBarrett Upton Capital Partners Llc · Lake Forest, ILExecBarrett Upton Capital Partners Llc · Lake Forest, ILExecBrendan W. Lake · West Conshohocken, PAExecPpb Butei Mgt Llc · West Conshohocken, PAExecBarrett Upton Capital Partners Llc · Lake Forest, ILExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗