S.b. Value Partners, LP

S.b. Value Partners, LP (CRD# 139162) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,548,387,419 in 117 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,548
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $30,328,098
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
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 - 9 of 9 top financial advisors.
1
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 28 years of experience in the finance industry.

2
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 39 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
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 6 years of experience in the finance industry.

5
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 26 years of experience in the finance industry.

6
William J. Barnes
CRD#: 7249463
1903 San Pedro Avenue, San Antonio, TX 78212

William Barnes (CRD# 7249463) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has 1 year of experience in the finance industry.

7
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 12 years of experience in the finance industry.

8
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 36 years of experience in the finance industry.

9
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 16 years of experience in the finance industry.

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