Barrett Upton Private Equity Access Fund LP
Barrett Upton Private Equity Access Fund LP is a private equity fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Mar 18, 2025, it has sold $63,525,000 of interests to 115 investors since its first sale in Sep 2023. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Barrett Upton Capital Partners LLC; PPB BUPE Mgt LLC; Brendan Lake.
- Total raised
- $63,525,000Cumulative sales reported on Form D
- Investors
- 115
- First sale
- Sep 1, 2023
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Barrett Upton Capital Partners LLC; PPB BUPE Mgt LLC; Brendan Lake
- Latest Form D
- Mar 18, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Barrett Upton Private Equity Access Fund LP
What is the minimum investment for Barrett Upton Private Equity Access Fund LP?
According to its latest Form D, filed Mar 18, 2025, the minimum investment Barrett Upton Private Equity Access Fund LP accepts from an outside investor is $100,000.
Who can invest in Barrett Upton Private Equity Access Fund LP?
Barrett Upton Private Equity Access Fund LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Barrett Upton Private Equity Access Fund LP raised?
Barrett Upton Private Equity Access Fund LP reports $63,525,000 sold from 115 investors on its Form D filed Mar 18, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Barrett Upton Private Equity Access Fund LP based?
Barrett Upton Private Equity Access Fund LP is based in West Conshohocken, Pennsylvania and is managed by Barrett Upton Capital Partners.
When did Barrett Upton Private Equity Access Fund LP launch?
Barrett Upton Private Equity Access Fund LP reports its first sale in Sep 2023.
Size compared with every private equity fund
Raised more than 76% of the 267 private equity funds based in Pennsylvania, and more than 67% of all 9,142 that report sales.