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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B-29 ADVISORS, LLC

CRD 292096

ADDISON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8c93074-bbd4-5f8c-6878-5b89bd5e2d79

Data as of Mar 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 13
On other graphs: 1
Observed: Aug 27, 2018 to Mar 25, 2024
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B-29 Advisors, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $348MItem 5.F on the latest filing (2024-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $348M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $348Mgross asset value as reported per fund; never fund size
Custody, client assets: $348M
SEC number: 801-114045
CRD: 292096
Filings on the tape: 14
First filed: Aug 27, 2018
Latest filed: Mar 25, 2024
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B-29 INVESTMENTS, LP	Private Equity Fund	$169M	Mar 25, 2024	15	Jan 16, 2019	reported	021-325870
SUNRAY CAPITAL, LP	Private Equity Fund	$135M	Mar 25, 2024	11	Jan 16, 2019	reported	021-325801
B-29 HOLDINGS, LP	Private Equity Fund	$44.4M	Mar 25, 2024	9	Jan 16, 2019	reported	021-325803

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIDSON, RYAN, WALKER	VICE PRESIDENT	Na	yes	12/2023	Feb 12, 2024	Mar 25, 2024
SCHMITZ & SCHMITZ PROPERTIES, INC.	Member	E	yes	11/2017	Aug 27, 2018	Mar 25, 2024
Schmitz, John	President	Na	yes	11/2017	Aug 27, 2018	Mar 25, 2024
Schmitz, John	President	E	yes	06/1997	Aug 27, 2018	Mar 25, 2024
Wilfong, Jonathan, Knox	CHIEF COMPLIANCE OFFICER	Na	yes	12/2023	Feb 12, 2024	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B-29 GP, LLC	n/a	n/a	n/a	N	yes	n/a
SUNRAY CAPITAL GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 25, 2024	$348M	$348M	7	5	0	3	$348M
2022	Mar 29, 2023	$432M	$432M	9	6	0	3	$432M
2021	Mar 29, 2022	$248M	$248M	9	6	0	3	$248M
2020	Mar 26, 2021	$193M	$193M	10	7	1	3	$193M
2019	Mar 25, 2020	$201M	$201M	11	8	1	3	$201M
2018	Jan 16, 2019	$259M	$259M	11	8	1	3	$259M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$348M	$432M	-19.4%	$193M	21.8%	7	9	0	0

Relationships

Advises (3)

→ SUNRAY CAPITAL, LPPrivate fundPrivate Equity Fund, IA
Jan 16, 2019 to presentfactForm ADV
→ B-29 HOLDINGS, LPPrivate fundPrivate Equity Fund, IA
Jan 16, 2019 to presentfactForm ADV
→ B-29 INVESTMENTS, LPPrivate fundPrivate Equity Fund, IA
Jan 16, 2019 to presentfactForm ADV

Controls (4)

← Schmitz, JohnOwnerPRESIDENT, ownership code NA, individual
Aug 27, 2018 to presentfactForm ADV
← DAVIDSON, RYAN, WALKEROwnerVICE PRESIDENT, ownership code NA, individual
Feb 12, 2024 to presentfactForm ADV
← Wilfong, Jonathan, KnoxOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 12, 2024 to presentfactForm ADV
← SCHMITZ & SCHMITZ PROPERTIES, INC.OwnerMEMBER, ownership code E, domestic entity
Aug 27, 2018 to presentfactForm ADV

Dated events

Occurred
Feb 12, 2024
Control person joined
Knox Jonathan Wilfong (Chief Compliance Officer) appeared on Schedule A of B-29 Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Feb 12, 2024
Control person joined
Walker Ryan Davidson (Vice President) appeared on Schedule A of B-29 Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Feb 12, 2024
Control person left
Bub Kelly Smith (General Counsel, Chief Compliance Officer And Secretary) no longer on Schedule A of B-29 Advisors, Llc (listed 2023-03-29, absent 2024-02-12)
Form ADVobserved 4 days ago
Occurred
Feb 12, 2024
Control person left
Michael Kevin Palma (Chief Operating Officer) no longer on Schedule A of B-29 Advisors, Llc (listed 2023-03-29, absent 2024-02-12)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Regulatory AUM changed
B-29 Advisors, Llc reported RAUM $431.6M, up 74% from $248.3M (2022-03-29 to 2023-03-29)
Form ADVobserved 4 days ago
$183M
Occurred
Mar 26, 2021
Control person left
Steve Schmitz (Vice-President) no longer on Schedule A of B-29 Advisors, Llc (listed 2020-05-26, absent 2021-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2021
Control person left
Christopher J. Floyd (Chief Operations Officer) no longer on Schedule A of B-29 Advisors, Llc (listed 2020-05-26, absent 2021-03-26)
Form ADVobserved 4 days ago
Occurred
May 20, 2020
Control person left
Julian Joseph Scavetti (Chief Compliance Officer) no longer on Schedule A of B-29 Advisors, Llc (listed 2020-03-25, absent 2020-05-20)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2019
Control person left
Joseph Mark Deangelis (Chief Compliance Officer) no longer on Schedule A of B-29 Advisors, Llc (listed 2019-01-16, absent 2019-03-14)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2019
Control person joined
Julian Joseph Scavetti (Chief Compliance Officer) appeared on Schedule A of B-29 Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jan 16, 2019
Control person joined
Christopher J. Floyd (Chief Operations Officer) appeared on Schedule A of B-29 Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jan 16, 2019
Control person joined
Michael Kevin Palma (Chief Financial Officer) appeared on Schedule A of B-29 Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Aug 27, 2018
First Form ADV filing
B-29 Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8c93074-bbd4-5f8c-6878-5b89bd5e2d79
First observed: Aug 27, 2018
Last observed: Mar 25, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

B-29 ADVISORS, LLC

CRD 292096

ADDISON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8c93074-bbd4-5f8c-6878-5b89bd5e2d79

Data as of Mar 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

B-29 INVESTMENTS, LP

Private Equity Fund

$169M

Mar 25, 2024

Jan 16, 2019

reported

021-325870

SUNRAY CAPITAL, LP

Private Equity Fund

$135M

Mar 25, 2024

Jan 16, 2019

reported

021-325801

B-29 HOLDINGS, LP

Private Equity Fund

$44.4M

Mar 25, 2024

Jan 16, 2019

reported

021-325803

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIDSON, RYAN, WALKER

VICE PRESIDENT

yes

12/2023

Feb 12, 2024

Mar 25, 2024

SCHMITZ & SCHMITZ PROPERTIES, INC.

Member

yes

11/2017

Aug 27, 2018

Mar 25, 2024

Schmitz, John

President

yes

11/2017

Aug 27, 2018

Mar 25, 2024

Schmitz, John

President

yes

06/1997

Aug 27, 2018

Mar 25, 2024

Wilfong, Jonathan, Knox

CHIEF COMPLIANCE OFFICER

yes

12/2023

Feb 12, 2024

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

B-29 GP, LLC

n/a

yes

n/a

SUNRAY CAPITAL GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 25, 2024

$348M

2022

Mar 29, 2023

$432M

2021

Mar 29, 2022

$248M

2020

Mar 26, 2021

$193M

2019

Mar 25, 2020

$201M

2018

Jan 16, 2019

$259M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$348M

$432M

-19.4%

$193M

21.8%