SB Value Partners, LP (SBV) began in January 2000 with $2 million under management and has grown to advise over $3.3 billion of community investment portfolios and $411 million directly for banks and their customers in managed accounts and 3(c)(1) L.P.'s. SB Value provides transparent portfolio advisory services and artificial intelligence-based investing to community financial institutions across the country and specializes in assisting these institutions to generate additional ROA and ROE from their investment portfolios. Since its inception, SBV has had one primary owner, no debt, and over 100% average annual ROA. Our managing partner, @Scott Barnes, is also a co-founder of Full Force Foundation, a San Antonio-based philanthropic organization that specializes in providing therapy and counseling to underprivileged youth and adults. Profits from SBV help fund the Full Force Foundation mission. SB Value Partners, LP is a Registered Investment Adviser. Advisory Services are only offered to clients or prospective clients where SBV and its representatives are properly licensed or exempt from licensing.
View Top Employees from SB Value Partners, L.P.Website | http://www.sbvalue.com |
Revenue | $1 million |
Employees | 16 (16 on RocketReach) |
Founded | 2000 |
Address | 1903 San Pedro Ave, San Antonio, Texas 78212, US |
Phone | (210) 483-5074 |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52391 Companies, NAICS Code 52 Companies, NAICS Code 523910 Companies |
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The SB Value Partners, L.P. annual revenue was $1 million in 2024.
Debbee Pundt is the COO of SB Value Partners, L.P..
16 people are employed at SB Value Partners, L.P..
SB Value Partners, L.P. is based in San Antonio, Texas.
The NAICS codes for SB Value Partners, L.P. are [523, 5239, 52391, 52, 523910].
The SIC codes for SB Value Partners, L.P. are [62, 621].