Assets Under Management
$5.0B
Number of Clients
63
Number of Advisors
8
Average Client AUM
$79.4M
AUM per Advisor
$625.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
SB Value Partners manages affiliated partnerships and separately managed accounts, focusing on maximizing returns through value-oriented strategies. They invest in community banks, municipal securities, and high-yield bonds. Services include institutional asset management and efficiency optimization consulting for financial institutions.
1903 San Pedro Avenue, San Antonio, TX, 78212