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| B-29 Advisors LLC
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|
|---|---|
| CRD # | 292096 |
| SEC # | 801-114045 |
| CIK # | |
| AUM | $431.6 MM (2023-03-29) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 940-612-5341 |
| Address | 14131 Midway Road Addison, TX 75001 |
| Source | [IAPD] |
| Total AUM ($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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 431.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 431.6 |
| By Discretionary | ||
| Discretionary | 3 | 431.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 431.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.6 | |
| Total | 3 | 431.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| John Schmitz | 22 | ||
| Steve Schmitz | 6 | ||
| Duncan Simpson | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Gores Group LLC
✚
|
CA | 0.4 |
|
Aretex Capital Management LP
✚
|
NY | 0.4 |
|
GEN Cap America Inc
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|
TN | 0.4 |
|
GEF Management Corporation
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|
MD | 0.4 |
|
Symphony Technology Group LLC
✚
|
CA | 0.4 |
|
Sturbridge Capital LLC
✚
|
MI | 0.4 |
|
Blue Marlin HoldCo LLC
✚
|
MD | 0.4 |
|
OnyxPoint Global Management LP
✚
|
NY | 0.4 |
|
Invictus Growth Management LLC
✚
|
CA | 0.4 |
|
Potentum Partners LP
✚
|
0.4 |