B-29 Investments

What B-29 Investments does

B-29 Investments is a privately held, family-office backed investment firm headquartered at 14131 Midway Rd., Addison, Texas, representing the interests of John Schmitz and his family. Founded in 1999 with operating roots in energy and real estate dating back to the mid-1980s, the firm operates as a multi-platform holding company with no external fundraising or fund-life constraints, enabling perpetual capital deployment across cycles.

The firm operates five distinct platforms. The Energy Platform runs a 25+ year energy private equity business with seven portfolio companies spanning the oilfield value chain: Axis Energy Services (completion and workover), Bell Supply Company (MRO with 25,000+ SKUs), Caliber Completion Services (wireline), Commando Pressure Control (pressure pumping with a patent-pending Mobile Zipper Unit), Endurance Lift Solutions (artificial lift across US land basins with a Romania subsidiary), Scout Surface Solutions (surface equipment), and Silver Creek Exploration (non-operated AFE, established 2020). B-29 Realty Investments is a 40+ year real estate platform holding 7,000+ acres for future development, including multi-family and single-family residential, the Camp Howze Rail-Served Industrial Park, industrial buildings, ground leases, and commercial developments. Adjacent platforms include Stark Ranch (Registered Texas Longhorn cattle in Cooke County, TX), Merit Advisors (oil & gas and tax advisory), and MyWorkDoc (24/7 nurse triage and case management).

The business model is direct private equity investment with active, hands-on ownership. The team embeds into portfolio companies in CEO, CFO, COO, and board roles, deploys unit-level real-time business intelligence tooling for granular ROI insights, and partners with developers, operators, landowners, and institutions on real estate projects. Revenue is generated through equity ownership and operational value creation across the portfolio rather than through disclosed management fees; pricing is bespoke and not publicly disclosed. Customer segments are predominantly enterprise-level, spanning E&P operators in oil and gas, industrial logistics tenants, and multi-family/single-family residents within the real estate platform.

Name

B-29 Investments

Legal name

B-29 Investments

Website

https://b29investments.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

B-29 Investments is a privately held, family-office backed holding company representing John Schmitz and his family. It operates a 25+ year energy private equity platform with seven oilfield portfolio companies, a 40+ year real estate platform holding 7,000+ acres, and ancillary ranch, advisory, and occupational health businesses, deploying perpetual patient capital with hands-on operator involvement.

Ownership category

akta.pro rank

Product category

Private Equity / Family Office Investment

NAICS

All Other Financial Investment Activities (52399), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investors, Nec (6799), Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industry

Business Services (B2B) Growth Equity (FSANACAD)

Keywords

• Private equity investments
• Energy sector investing
• Real estate investment
• Family office management
• Portfolio company management

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Energy Private Equity: Invests in private and public companies within the energy sector including energy services, exploration & production, and midstream/logistics. Revenue generated through equity ownership and operational value creation in portfolio companies.
2. Real Estate Investment: Family-office backed real estate investment platform generating returns through development, ownership, and operation of diversified real estate assets including multi-family, single-family residential, industrial, commercial properties, and ground leases.
3. Ranch Operations: Stark Ranch operations including registered Texas Longhorn cattle breeding and ranch management.
4. Advisory Services: Merit Advisors provides advisory services combining experience at leading oil and gas companies and accounting firms focused on unlocking trapped value.
5. Occupational Health Services: MyWorkDoc provides 24/7 nurse triage and comprehensive case management to minimize lost time and recordable injuries.

Go-to-market motion2 records

Distribution channels1 record

Core offering

B-29 Investments is a family-office backed private investment firm that deploys capital across energy private equity (energy services, exploration & production, and midstream/logistics) and real estate (multi-family, single-family, industrial, commercial, and ground leases). The firm takes a hands-on, owner/operator approach, integrating into portfolio company management and operating complementary platforms in advisory services, occupational health, and ranch operations.

Product overview

B-29 Investments is a family-office investment firm representing the interests of John Schmitz and his family. The company operates as a multi-platform investment organization consisting of: (1) Energy Platform – a 25+ year energy private equity business investing across energy services, E&P, and midstream, with portfolio companies including Axis Energy Services, Bell Supply Company, Caliber Completions, Commando Pressure Control, Endurance Lift Solutions, Scout Surface Solutions, and Silver Creek Exploration; (2) B-29 Realty Investments – a 40+ year real estate investment platform spanning multi-family, single-family, industrial, and commercial properties across 7,000+ acres; (3) Stark Ranch – a Texas Longhorn cattle ranch; (4) Merit Advisors – advisory services for oil, gas, and tax matters; and (5) MyWorkDoc – 24/7 nurse triage and case management services.

Differentiator

Problem solved

Functional benefit

Brands

• Axis Energy Services: Integrated completion and workover service provider focused on long-lateral work and intense, 24-hour pad completions for E&P operators.
• Bell Supply Company
• Caliber Completion Services
• Commando Pressure Control
• Endurance Lift Solutions
• Scout Surface Solutions
• Silver Creek Exploration
• Stark Ranch
• Merit Advisors
• MyWorkDoc

Products and services

• Energy Platform B-29 Investments' energy private equity platform with 25+ years of history investing, operating, and creating equity value in both private and public energy companies. The platform invests across energy services, exploration & production, and midstream/logistics verticals, deploying patient family-office backed capital with active owner/operator integration.
• B-29 Realty Investments Family-office backed real estate investment platform with over 40 years of proven performance, spanning multi-family housing, single-family residential, industrial, and commercial properties. The platform includes 7,000+ acres held for future development, industrial buildings, Camp Howze Rail-Served Industrial Park, ground leases, and residential and commercial development, deployed through strategic partnerships with developers, operators, landowners, and institutions.
• Stark Ranch Ranch property located in Cooke County, Texas, home to a carefully selected herd of Registered Texas Longhorns, operating as a land and ranch asset within the B-29 Investments portfolio.
• Merit Advisors Advisory services combining experience at leading oil and gas companies and accounting firms, as well as state and local taxing jurisdictions, focused on unlocking trapped value for energy-sector clients.
• MyWorkDoc Provides 24/7 nurse triage and comprehensive case management services designed to minimize lost time and recordable injuries, offering an effective and user-friendly approach to workplace health management for employers.

Named customers2 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered core.

• Axis Energy ServicescoreOthersIntegrated completion and workover service provider focused on long-lateral work and intense, 24-hour pad completions, interventions, and remedial work for E&P operators. Part of B-29's energy portfolio.
• Bell Supply CompanycoreOthersMRO-related products provider with over 25,000 SKUs from industry-leading manufacturers. Part of B-29's energy portfolio.
• Caliber Completion ServicescoreOthersComprehensive suite of wireline services provider using leading-edge technology and state-of-the-art equipment to minimize completion times and reduce well costs. Part of B-29's energy portfolio.
• Commando Pressure ControlcoreOthersInnovative pressure pumping solutions provider with patent-pending Mobile Zipper Unit (MZU) for multi-well frac operations. Part of B-29's energy portfolio.
• Endurance Lift SolutionscoreOthersArtificial lift solutions provider across all US land oil and gas basins, offering design, installation, and repair for electric submersible pumps, rod lift, gas lift, and plunger lift. Also has international subsidiary in Romania. Part of B-29's energy portfolio.
• Scout Surface SolutionscoreOthersEquipment life-cycle management and surface equipment sourcing provider for wellheads, valves and frac trees. Part of B-29's energy portfolio.
• Silver Creek ExplorationcoreOthersEstablished in 2020, focused on the non-operated Authorization for Expenditure (AFE) market. Part of B-29's energy portfolio.
• Merit AdvisorscoreOthersTeam combining experience at leading oil and gas companies and accounting firms—as well as state and local taxing jurisdictions—focused on unlocking trapped value.
• MyWorkDoccoreOthersProvides 24/7 nurse triage and comprehensive case management to minimize lost time and recordable injuries.
• Stark RanchcoreOthersLocated in Cooke County, Texas, home to a carefully selected herd of Registered Texas Longhorns.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Post Oak Energy Capital: Houston-based PE firm investing in energy services and equipment, midstream, and E&P. Comparable to B-29's energy portfolio in sector breadth and operator-focused investment thesis.
• EnCap Investments: Houston-based private equity firm exclusively focused on the upstream oil and gas sector across North America. Highly comparable to B-29's energy private equity platform in mandate, target verticals (E&P, midstream, oilfield services), and operator-investor model.
• Lime Rock Partners: PE firm investing in oilfield services, energy technology, and lower-middle-market E&P. Highly comparable to B-29 in its focus on operating businesses across the upstream value chain and its long-term partnership approach.
• Kayne Anderson Capital Advisors: Alternative investment manager with significant private energy and infrastructure strategies. Comparable to B-29 in its energy services and midstream focus, though operates at a much larger scale with institutional capital.
• Crow Holdings Capital: Dallas-based real estate investment firm with decades of experience across industrial, multi-family, and mixed-use assets. Closely comparable to B-29 Realty Investments in geographic base, asset class mix, and long-hold patient capital approach.
• Pearl Energy Investments: Dallas-based PE firm focused on upstream oil and gas, with operations across US shale basins. Comparable to B-29 in regional base, sector mandate, and partnership-oriented investment model.
• Tailwater Capital: Dallas-based private equity firm focused on energy and energy infrastructure, including upstream, midstream, and oilfield services. Comparable to B-29 in regional base, sector focus, and middle-market check size.
• Natural Gas Partners (NGP): Dallas-based PE firm with decades of history investing across energy services, E&P, and midstream. Closely comparable to B-29's energy platform in geography (Texas), asset-class focus, and long-hold investment style.

Broad incumbents

• Hunt Companies: Family-owned diversified holding company with real estate, infrastructure, energy, and investment management operations. Comparable as a multi-generational family-office-style platform spanning real estate and energy, though far larger and more diversified than B-29.
• Berkshire Hathaway Energy: Diversified energy and utility holding company with significant midstream, generation, and renewable exposure. Provides a broader industry benchmark against which B-29's concentrated oilfield services focus can be evaluated.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about B-29 Investments