Barrett Upton Real Estate Access Fund LP
Barrett Upton Real Estate Access Fund LP is a private equity fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Mar 26, 2026, it has sold $53,825,000 of interests to 83 investors since its first sale in Nov 2024. 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 PPB BURE Mgt LLC; Barret Upton Capital Partners LLC; Brendan Lake.
- Total raised
- $53,825,000Cumulative sales reported on Form D
- Investors
- 83
- First sale
- Nov 25, 2024
- 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
- PPB BURE Mgt LLC; Barret Upton Capital Partners LLC; Brendan Lake
- Latest Form D
- Mar 26, 2026
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 Real Estate Access Fund LP
What is the minimum investment for Barrett Upton Real Estate Access Fund LP?
According to its latest Form D, filed Mar 26, 2026, the minimum investment Barrett Upton Real Estate Access Fund LP accepts from an outside investor is $100,000.
Who can invest in Barrett Upton Real Estate Access Fund LP?
Barrett Upton Real Estate 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 Real Estate Access Fund LP raised?
Barrett Upton Real Estate Access Fund LP reports $53,825,000 sold from 83 investors on its Form D filed Mar 26, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Barrett Upton Real Estate Access Fund LP based?
Barrett Upton Real Estate Access Fund LP is based in West Conshohocken, Pennsylvania.
When did Barrett Upton Real Estate Access Fund LP launch?
Barrett Upton Real Estate Access Fund LP reports its first sale in Nov 2024.
Size compared with every private equity fund
Raised more than 73% of the 267 private equity funds based in Pennsylvania, and more than 65% of all 9,142 that report sales.