B-29 Advisors, LLC

B-29 Advisors, LLC is a registered Investment Advisor with the SEC, established in 2017, specializing in private equity investments in the energy sector. The firm manages approximately $348 million on a discretionary basis as of December 31, 2023. B-29 Advisors primarily advises pooled private equity funds investing in small to middle-market energy companies. The firm's investment strategy focuses on innovative and technologically-focused companies in the energy sector. Clients of B-29 Advisors are primarily institutional investors participating in the Private Funds, with no formal minimum commitment required. Fees are structured as fixed annual fees, payable quarterly, with additional charges for specific services. The firm may receive compensation from portfolio companies for various services provided. B-29 Advisors discloses potential conflicts of interest, including co-investment opportunities, financial industry affiliations, and expense allocations. The firm operates under a Code of Ethics, ensuring client interests are prioritized. Investment discretion is granted to B-29 Advisors for managing client accounts, and the firm votes on client securities in consultation with the Private Funds' general partners. B-29 Advisors does not compensate for client referrals and maintains custody of client accounts through its affiliates. The firm has no disciplinary history and provides ongoing monitoring and reporting to clients.