S.B. Value Partners, L.P.
San Antonio, TX·SEC-registered · CRD #139162
S.B. Value Partners, L.P. is an SEC-registered investment advisory firm in San Antonio, TX managing $3.9B across 200 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.9B
Client accounts
200
Advisory staff
5
Fee model
Fee-based
How S.B. Value Partners, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about S.B. Value Partners, L.P.
How much does S.B. Value Partners, L.P. manage?
Per its most recent SEC Form ADV filing (03/16/2026), S.B. Value Partners, L.P. reports $3.9B in regulatory assets under management across roughly 200 client accounts.
How does S.B. Value Partners, L.P. charge?
S.B. Value Partners, L.P. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is S.B. Value Partners, L.P. a fiduciary?
Yes. S.B. Value Partners, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #139162), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is S.B. Value Partners, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks S.B. Value Partners, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Antonio, TX
Profile compiled from S.B. Value Partners, L.P.'s public SEC Form ADV filing (CRD #139162, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of S.B. Value Partners, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with S.B. Value Partners, L.P.? Claim this profile.