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| B-29 Advisors LLC
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| |
|---|---|
| CRD # | 292096 |
| SEC # | 801-114045 |
| CIK # | |
| AUM | $348.1 MM (2024-03-25) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 940-612-5341 |
| Address | 14131 Midway Road Addison, TX 75001 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| 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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 431.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 431.6 |
| By Discretionary | ||
| Discretionary | 3 | 431.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 431.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.6 | |
| Total | 3 | 431.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Schmitz | 22 | ||
| Steve Schmitz | 6 | ||
| Duncan Simpson | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Auxo Investment Partners LLC
✚
|
MI | 0.4 |
|
PeakEquity Partners Management Co LLC
✚
|
PA | 0.4 |
|
Arctaris Impact Investors LLC
✚
|
MA | 0.4 |
|
One Funds LLC
✚
|
CO | 0.4 |
|
Provenance Management Co LP
✚
|
CA | 0.4 |
|
Savant Partners LLC
✚
|
CA | 0.3 |
|
Arsenal Venture Partners Inc
✚
|
FL | 0.3 |
|
Sequel Holdings LP
✚
|
TX | 0.3 |
|
Dynasty Equity Partners Management LLC
✚
|
NY | 0.3 |
|
Savano Direct Capital Partners LLC
✚
|
MD | 0.3 |