Scott Barnes
Scott Barnes is a registered investment advisor at S.B. Value Partners, L.P., based in San Antonio, TX, with 41 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 56 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SB Value Partners does not charge traditional annual management fees based on the value of your portfolio. Instead, the firm is compensated through performance-based fees (a share of your net profits):
- SAB Moderate Equity Partnership — 20% of net profits per year
- SAB Capital Markets & SAB High Yield Capital Markets Partnerships — 25% of net profits per year
- Separately Managed Accounts — 25% of net profits per year
Performance fees are calculated annually and are subject to loss carryforward provisions, meaning no profit share is charged until past losses are recovered. Minimum initial investments are $250,000 for partnerships and $1,000,000 for separately managed accounts.
Location
1903 San Pedro Avenue, San Antonio, TX, 78212
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1990Other Business Activities
Scott is involved in several business activities, including SAB Equity Partnership where he handles capital allocation and investment decisions for about 10-20% of his time. He also holds positions in IHC, Full Force Ranch LLC, Full Force Time Machine LLC, and Foxfield Investments, LLC, with varying responsibilities and time commitments.
Employment History
Current Registrations
S.B. Value Partners, L.P.
Previous Registrations
Investment Professionals, INC.
Post Oak Capital Advisors, INC.Broker
Investment Professionals, INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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