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Home > Retirement Planners > texas > san antonio > S.B. VALUE PARTNERS, L.P.
S.B. VALUE PARTNERS, L.P.
1903 San Pedro Avenue
San Antonio, Texas 78212
Tel: 844-728-2583
About S.B. VALUE PARTNERS, L.P.
SB VALUE PARTNERS, LP, formally registered with the SEC as SB VALUE PARTNERS, LP. The firm was established in 02/16/2006. They have over 5 offices throughout the country.
S.B. VALUE PARTNERS, L.P. is a San Antonio, Texas based Financial Planning firm with nearly $3,548,387,419 assets under management, offering retirement planning & investment advisory services to 117 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139162 |
| SEC# | 801-66139 |
| Assets Managed by Firm | $3,548,387,419 |
| No. of Clients | 117 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 117 | $3,548,387,419 |
| Individuals (other than high net worth individuals) | 10 | $7,531,777 |
| High net worth individuals | 13 | $31,138,321 |
| Corporations or other businesses | 2 | $18,854,832 |
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