Asset manager · SAN Antonio, TX
S.B. Value Partners, L.P.
SEC-registered investment adviser · CRD 139162 · SEC 801-66139
At a glance
S.B. Value Partners, L.P. is an SEC-registered investment adviser based in SAN Antonio, Texas, with $3.9 billion in regulatory assets under management as of its Form ADV filed March 16, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 22 individual clients. By Form ADV it is a asset manager, ranked 787th of 3,218 asset managers and 2,449th of 17,210 SEC-registered advisers by assets.
Main office 844-728-2583sbvalue.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.9B
- Rank among asset managers
- #787 of 3,218
- Rank among all SEC RIAs
- #2,449 of 17,210
- Rank in Texas
- #110 of 1,081
- Individual clients
- 22
- High-net-worth clients
- 13
- Accounts
- 108
- Discretionary
- 3% of AUM
- Employees
- 13
- Advisory staff
- 5
- Offices
- 4
Owners and executives on its Form ADV
- Scott A. BarnesLimited Partner
- Debbee J PundtChief Operations Officer / Limited Partner
- John V. SacchettiLimited Partner
- Bryan E. AbbottChief Compliance Officer
- Kevin A. CuddieLimited Partner
- Jeremy S. PenningtonLimited Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 29 | $3.8B | 98% |
| Pooled investment vehicles | 3 | $44M | 1% |
| High-net-worth individuals | 13 | $23M | <1% |
| Corporations or other businesses | 2 | $9M | <1% |
| Individuals | 9 | $7M | <1% |
Private funds
S.B. Value Partners, L.P. reports 3 private funds with $44M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
S.B. Value Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗sbvalue.com ↗
AtlasMembers
The full record on S.B. Value Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 752 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does S.B. Value Partners, L.P. manage?
S.B. Value Partners, L.P. reports $3.9 billion in regulatory assets under management across 108 accounts, 3% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
What kind of firm is S.B. Value Partners, L.P.?
S.B. Value Partners, L.P. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are S.B. Value Partners, L.P.’s clients?
By assets, its largest client types are banking or thrift institutions ($3.8 billion, 29 clients); pooled investment vehicles ($44 million, 3 clients); high-net-worth individuals ($23 million, 13 clients).
Does S.B. Value Partners, L.P. manage private funds?
Yes. It reports 3 private funds with $44 million in gross assets, including hedge funds.
Does S.B. Value Partners, L.P. have any disciplinary history?
S.B. Value Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is S.B. Value Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →