0002081417-26-000001.txt : 20260327 0002081417-26-000001.hdr.sgml : 20260327 20260327131600 ACCESSION NUMBER: 0002081417-26-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20260327 DATE AS OF CHANGE: 20260327 EFFECTIVENESS DATE: 20260327 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Barrett Upton Tax-Efficient Income Fund LP CENTRAL INDEX KEY: 0002081417 ORGANIZATION NAME: EIN: 393574881 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-554545 FILM NUMBER: 26804557 BUSINESS ADDRESS: STREET 1: 300 BARR HARBOR DRIVE STREET 2: SUITE 260 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 484-278-4017 MAIL ADDRESS: STREET 1: 300 BARR HARBOR DRIVE STREET 2: SUITE 260 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 D/A 1 primary_doc.xml X0708 D/A LIVE 0002081417 Barrett Upton Tax-Efficient Income Fund LP 300 BARR HARBOR DRIVE SUITE 260 WEST CONSHOHOCKEN PA PENNSYLVANIA 19428 484-278-4017 DELAWARE None None Limited Partnership true 2025 Brendan Lake 300 Barr Harbor Drive Suite 260 West Conshohocken PA PENNSYLVANIA 19428 Executive Officer Related person is Managing Member of General Partner of the Issuer N/A PPB BUTEI Mgt LLC 300 Barr Harbor Drive Suite 260 West Conshohocken PA PENNSYLVANIA 19428 Executive Officer Related person is General Partner of the Issuer N/A Barrett Upton Capital Partners LLC 100 N Suite 215 Lake Forest IL ILLINOIS 60045 Executive Officer Related person is the Investment Manager of the Issuer Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.7 true 0002081417-25-000001 2025-09-24 true true true Limited Partnership Interests false 100000 Indefinite 73900000 Indefinite false 46 0 0 0 false Barrett Upton Tax-Efficient Income Fund LP /s/ Brendan Lake Brendan W Lake Managing Member of General Partner 2026-03-27