Larry Anderson is a registered investment advisor at S.B. Value Partners, L.P., based in San Antonio, TX, with 25 years of industry experience. Larry 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Larry works as office staff at Cloud Nine Pet Resort, assisting a family friend with running the pet care facility. This activity requires about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
S.B. Value Partners, L.P.
Previous Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
S.B. Value Partners, L.P.
International Assets Advisory, LLCBroker
B. Riley Fbr, INC.Broker
B. Riley Wealth ManagementBroker
Hilltop Securities INC.Broker
First Southwest Company, LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
Fixed Income Securities, INC.
Fixed Income Securities, LPBroker
Lutheran Brotherhood Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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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