Overview
Assets Under Management: $3.5 billion
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 13
Average Client Assets: $2.4 million
Frequently Asked Questions
S.B. VALUE PARTNERS, L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139162), S.B. VALUE PARTNERS, L.P. is subject to fiduciary duty under federal law.
S.B. VALUE PARTNERS, L.P. is headquartered in SAN ANTONIO, TX.
S.B. VALUE PARTNERS, L.P. serves 13 high-net-worth clients according to their SEC filing dated December 12, 2024. View client details ↓
According to their SEC Form ADV, S.B. VALUE PARTNERS, L.P. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
S.B. VALUE PARTNERS, L.P. manages $3.5 billion in client assets according to their SEC filing dated December 12, 2024.
According to their SEC Form ADV, S.B. VALUE PARTNERS, L.P. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.88%
Average Client Assets: $2.4 million
Total Client Accounts: 117
Discretionary Accounts: 14
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 139162
Filing ID: 1919461
Last Filing Date: 2024-12-12 13:49:00