Company Overview
- Headquarters
- 1903 San Pedro Ave, San Antonio TX
- Website
- sbvalue.com
- Phone
- (210) 483-5074
- Employees
- 15
- Founded in
- 2000
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 52391 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 523910 Companies
- SIC Code
-
SIC Code 621 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is SB Value Partners LP
SB Value Partners, LP (SBV) is a limited partnership based in San Antonio, Texas. Founded in January 2000, the firm has grown to manage over $3.3 billion in community investment portfolios and $411 million in managed accounts and 3(c)(1) Limited Partnerships for banks and their customers. SBV provides transparent portfolio advisory services and utilizes artificial intelligence-based investing strategies to help community financial institutions across the United States. Their expertise focuses on assisting these institutions in maximizing their return on assets (ROA) and return on equity (ROE) from their investment portfolios. Since its inception, SBV has maintained a single owner, remained debt-free, and achieved an average annual ROA of over 100%. The firm's managing partner, Scott Barnes, is also a co-founder of Full Force Foundation, a San Antonio-based non-profit organization dedicated to providing therapy and counseling services to underprivileged youth and adults. Profits generated by SBV directly support the Full Force Foundation's mission. SB Value Partners, LP is a Registered Investment Adviser. Advisory services are exclusively offered to clients and prospective clients where SBV and its representatives hold the necessary licenses or are exempt from licensing requirements.
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