RIA Intel›Advisers›Texas›S.B. VALUE PARTNERS, L.P.

S.B. VALUE PARTNERS, L.P.

Advisory

N·SAN ANTONIO, TX

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$3.9B

1-Year AUM Growth

-8.4%

3-Year CAGR

-1.2%

Employees

5

Assets Under Management

Total AUM$3.9B

Discretionary AUM$129M

Non-Discretionary AUM$3.8B

Discretionary %3.3%

Total Clients63

Team

Total Employees5

Investment Advisers13

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record51

First FilingJan 18, 2006

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 51 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on S.B. VALUE PARTNERS, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.