S.b. Value Partners, LP

S.b. Value Partners, LP (CRD# 139162) is a financial advisory firm headquartered in San Antonio, TX. They manage $234,012,178 in 20 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
16414 San Pedro, Suite 240, San Antonio, TX 78232
http://www.sbvalue.com
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $11,700,609
Compensation Options
  • 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, TX

Financial Advisors at S.b. Value Partners, LP
Showing 1 - 5 of 5 top financial advisors.
1
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD#: 2511275
16414 San Pedro, Suite 240, San Antonio, TX 78232
93
Wealthminder
score

Bryan Abbott (CRD# 2511275) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 22 years of experience in the finance industry.

2
Kevin Cuddie, financial advisor Denver CO
Kevin A. Cuddie
CRD#: 2866841
Denver, CO
93
Wealthminder
score

Kevin Cuddie (CRD# 2866841) is an Investment Advisor Representative working at S.b. Value Partners, LP in Denver, CO and has over 20 years of experience in the finance industry.

3
John Sacchetti, financial advisor San Antonio TX
John V. Sacchetti
CRD#: 3005079
16414 San Pedro, Suite 240, San Antonio, TX 78232
93
Wealthminder
score

John Sacchetti (CRD# 3005079) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 20 years of experience in the finance industry.

4
Jeremy Pennington, financial advisor Bloomington IN
Jeremy S. Pennington
CRD#: 5697218
Bloomington, IN
87
Wealthminder
score

Jeremy Pennington (CRD# 5697218) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bloomington, IN and has 1 year of experience in the finance industry.

5
Scott Barnes, financial advisor San Antonio TX
Scott A. Barnes
CRD#: 1336180
16414 San Pedro, Suite 240, San Antonio, TX 78232
83
Wealthminder
score

Scott Barnes (CRD# 1336180) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 33 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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