Barrett Upton Tax Efficient Income Fund
- Fund Information and Directors
| Barrett Upton Tax Efficient Income Fund |
| Firm |
Barrett Upton Capital Partners LLC
|
| Fund # | 805-5656138092 |
| CIK # | 0002081417 |
| Sale | 2025-09-24
($73.9 M Sold)
|
| Fund | Hedge Fund |
| Phone | 4842784017 |
| Address | 300 Barr Harbor Drive
West Conshohocken, Pennsylvania 19428 |
| Source |
[EDGAR]
[IAPD]
|
| Fund AUM and Sold ($M) |
|
|
| Fund Details |
| Director | PPB Butei MGT LLC |
| Custodian | National Financial Services LLC |
| Auditor | TAIT Weller & Baker LLP |
| Marketer | Crescent Grove Advisors |
| Broker | Fidelity Prime Financing |
| Jurisdiction | |
| Form D Offering |
| Filed | 2026-03-27 (D/A) |
| Exemption | 506(b), 3(c), 3(c)(7) |
| Minimum | $100,000 |
| Remaining | Indefinite |
| Duration | More than one year |
| Revenue | Decline to Disclose |
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