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).

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 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 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 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 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 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.

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