SB Value Partners LP

  • Investment Bank/Securities Brokerage
  • San Antonio TX
  • 15 employees
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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 Companies
NAICS Code 52391 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 523910 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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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.

Company Leadership

Scott Barnes

Managing Partner and Founder

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Kevin Cuddie

FVP Captial Markets

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SB Value Partners LP Industry Tags

Trust Acquisitions
Investment Management
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SB Value Partners LP Tech Stack

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HTML
PHP
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FAQ

What is the location of SB Value Partners LP's headquarters?
The headquarters of SB Value Partners LP are situated at 1903 San Pedro Ave, San Antonio TX
What is SB Value Partners LP's phone number?
SB Value Partners LP's contact number is (210) 483-5074.
What is SB Value Partners LP's official website?
The official website of SB Value Partners LP can be found at sbvalue.com.
What is SB Value Partners LP's current revenue?
As of February 2019, SB Value Partners LP's annual revenue reached $1B.
How many employees does SB Value Partners LP currently have?
SB Value Partners LP employs approximately 15+ people as of February 2019
Who is the Managing Partner and Founder of SB Value Partners LP?
SB Value Partners LP's Managing Partner and Founder is Scott Barnes
What are SB Value Partners LP's industry tags?
SB Value Partners LP's industry tags include: Trust Acquisitions, Investment Management
When was SB Value Partners LP founded?
SB Value Partners LP was founded in 2000.

Employee Directory

Key Employees

Leslie Heath

Partner

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Mark Lacoy

Sales Development Representative

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John Sacchetti

Managing Director, Partner

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Chris Roberson

IT Analyst

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