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S.B. VALUE PARTNERS, L.P.
CRD 139162 · SEC 801-66139
1903 SAN PEDRO AVENUE, SAN ANTONIO, TX, 78212, United States
Phone
844-728-2583
Fax
877-416-3619
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.89B
Discretionary AUM
$128.8M
Team
13 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; EXPENSES PAID BY CLIENTS/REFERRAL FEES
Org form
Partnership
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)EFFICIENCY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $7.5M |
| High net worth individuals | 13 | $23.1M |
| Banking/thrift institutions | 29 | $3.81B |
| Pooled investment vehicles | 3 | $43.9M |
| Corporations/business entities | 2 | $9.3M |
States served
AL, CO, IN, TX
All web addresses on file
Official SEC filing: View on IAPD