Jeremy Pennington is a registered investment advisor at S.B. Value Partners, L.P., based in Bloomington, IN, with 16 years of industry experience. Jeremy 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
Bloomington, IN
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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.
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Jeremy is a partner and head of IT at Black Sheep Capital, ensuring the technical infrastructure is working correctly, dedicating minimal time. He also works as a consultant for ROC Investments, providing technical support, dedicating minimal time outside of trading hours.
Employment History
Current Registrations
S.B. Value Partners, L.P.
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Great Point Capital LLCBroker
Crt Trading, LLCBroker
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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