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S.B. VALUE PARTNERS, L.P.

SAN ANTONIO, TX · CRD 139162 · IAPD ↗ · 844-728-2583

$3.89BRegulatory AUM
5Advisory reps
13Employees
0Clients
n/aPlanning clients
3Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — S.B. VALUE PARTNERS, L.P. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — S.B. VALUE PARTNERS, L.P. reported RAUM up 41% ($3.55B -> $5.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — S.B. VALUE PARTNERS, L.P. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.