S.b. Value Partners, LP

S.b. Value Partners, LP (CRD# 139162) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,121,619,972 in 111 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1903 San Pedro Avenue, San Antonio, TX 78212
https://twitter.com/sb_value
By the Numbers
  • Total Assets Under Management
    3,122
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $28,122,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IN, MT, OR, TX

Financial Advisors at S.b. Value Partners, LP
Showing 1 - 8 of 8 top financial advisors.
1
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD#: 2511275
1903 San Pedro Avenue, San Antonio, TX 78212

Bryan Abbott (CRD# 2511275) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 27 years of experience in the finance industry.

2
Scott Barnes, financial advisor San Antonio TX
Scott A. Barnes
CRD#: 1336180
1903 San Pedro Avenue, San Antonio, TX 78212

Scott Barnes (CRD# 1336180) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 38 years of experience in the finance industry.

3
Kevin Cuddie, financial advisor Denver CO
Kevin A. Cuddie
CRD#: 2866841
Denver, CO

Kevin Cuddie (CRD# 2866841) is an Investment Advisor Representative working at S.b. Value Partners, LP in Denver, CO and has over 25 years of experience in the finance industry.

4
Jeremy Pennington, financial advisor Bloomington IN
Jeremy S. Pennington
CRD#: 5697218
Bloomington, IN

Jeremy Pennington (CRD# 5697218) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bloomington, IN and has over 5 years of experience in the finance industry.

5
John Sacchetti, financial advisor San Antonio TX
John V. Sacchetti
CRD#: 3005079
1903 San Pedro Avenue, San Antonio, TX 78212

John Sacchetti (CRD# 3005079) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 24 years of experience in the finance industry.

6
John Evans, financial advisor Tigard OR
John H. Evans
CRD#: 5177406
Tigard, OR

John Evans (CRD# 5177406) is an Investment Advisor Representative working at S.b. Value Partners, LP in Tigard, OR and has over 11 years of experience in the finance industry.

7
Leslie Heath, financial advisor San Antonio TX
Leslie B. Heath
CRD#: 1074824
1903 San Pedro Avenue, San Antonio, TX 78212

Leslie Heath (CRD# 1074824) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 35 years of experience in the finance industry.

8
Noah Intara, financial advisor Bozeman MT
Noah C. Intara
CRD#: 5399192
Bozeman, MT

Noah Intara (CRD# 5399192) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bozeman, MT and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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