Form D · Other Investment Fund
B-29 Investments, L.P.
Dallas, TX · CIK 0001757813
Offering snapshot reported Nov 15, 2018 · SEC filing
- Reported sold
- $216M Indefinite offering
- Investors reported
- 23 Form D · investor count
- Minimum accepted
- $1 Reported outside-investor minimum
- First sale
- Oct 19, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 15, 2018 | Initial | $216,120,000 | No comparison | 23 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-325870
Source: Form D, filed Nov 15, 2018. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
B-29 INVESTMENTS, LP
Investment adviser: B-29 ADVISORS, LLC
- Gross asset value
- $169M
- Beneficial owners
- 15
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 25, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MOSS ADAMS
PCAOB 659
JP MORGAN CHASE N.A.
LEI 134994650
Filing source
Form ADV 1831624 · Mar 25, 2024 · Schedule D 7.B.(1), fund 805-6678756842
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| John Schmitz | Executive |
| Steve Schmitz | Executive |
| Duncan Simpson | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75201