S.B. Value Partners, L.P.

Overview

S.B. Value Partners, L.P. is an SEC registered investment adviser based in San Antonio, TX, registered since 2006. It reports $3.9B in assets under management across 108 accounts, with 13 employees. It has 7 investment adviser representatives.

Reported AUM

$3.9B

Discretionary

3%

Accounts

108

Average account

$36M

Employees

13

Advisory reps

7

Registered since

2006

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 6

• Bryan Eric Abbott Chief Compliance Officer CRD 2511275
• Debbee J Pundt Chief Operating Officer, Limited Partner CRD 3121857
• Jeremy Stephen Pennington Limited Partner CRD 5697218

3 more executive officers, with direct contact details

Advisory reps 3 of 7

• Bryan Eric Abbott Investment Adviser Rep CRD 2511275
• Larry A Anderson Insurance Agent · Investment Adviser Rep CRD 3084294
• Scott Allen Barnes Investment Adviser Rep CRD 1336180

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1903 San Pedro Ave
San Antonio, TX 78212

County

Bexar

Metro area

San Antonio-New Braunfels, TX

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: sbvalue.com

Every state, with registration dates

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