S.b. Value Partners, LP
S.b. Value Partners, LP (CRD# 139162) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,873,391,579 in 114 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management3,873MILLION
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$33,977,119
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
CO, IN, LA, MT, OR, PA, TX
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.
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.
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.
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.
John Sacchetti (CRD# 3005079) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 25 years of experience in the finance industry.
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.
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.
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.
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.