B-29 Advisors LLC

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Assets, Funds, Holdings

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B-29 Advisors LLC
CRD #292096
SEC #801-114045
CIK #
AUM
Employees 9 (67% Investors, 0% Brokers)
Phone940-612-5341
Address14131 Midway Road
Addison, TX 75001
Source [IAPD]
Total AUM ($M)
4503602701809002009201420192025
Type Form D Funds Date Sold ($M) AUM ($M)
PE B-29 Holdings LP [2019-01-16] 207.4 58.1
PE B-29 Investments LP [2019-01-16] 216.1 181.1
PE Sunray Capital LP [2019-01-16] 271.7 192.5
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 431.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 431.6
By Discretionary
Discretionary 3 431.6
Non-Discretionary 0 0.0
Total 3 431.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 431.6
Total 3 431.6
Form D Directors # Filings # Firms 2011 - 2025
John Schmitz 23
Steve Schmitz 6
Duncan Simpson 4
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