Insights

Focus on Community Financial Institutions SB Value Partners has extensive experience advising over 5.6 billion dollars in investment portfolios for community financial institutions, presenting opportunities to offer tailored digital solutions or expanding AI-driven investment services to similar clients seeking sophisticated portfolio management.

Tech-Driven Investment Strategies With a technology stack including AI-based investing platforms and advanced web tools, SB Value demonstrates a strong commitment to innovative fintech solutions, indicating potential for collaboration or integration of advanced financial technology products.

Growing Industry Partnership The recent partnership with Premier Group to expand purchasing power highlights SB Value's openness to strategic alliances, opening avenues for joint ventures, data sharing, or co-marketing opportunities within the healthcare, education, or foodservice sectors.

Strong Financial Performance Generating an average annual return on assets over 100 percent with revenues between 25 and 50 million dollars, SB Value possesses proven growth and profitability, making it a valuable target for premium financial services, consulting, or technology upgrade opportunities.

Philanthropic Corporate Values Led by a managing partner involved in philanthropic activities supporting underprivileged communities, SB Value shows a commitment to social responsibility, creating possibilities for socially conscious investment products or partnerships aligned with values-driven initiatives.

Similar companies to SB Value Partners, L.P.

SB Value Partners, L.P. Tech Stack

SB Value Partners, L.P. uses 8 technology products and services including WP Rocket, cdnjs, MySQL, and more. Explore SB Value Partners, L.P.'s tech stack below.

  • WP Rocket
    Caching
  • cdnjs
    Content Delivery Network
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Axios
    Javascript Libraries
  • Slick
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Contact Form 7
    Web Platform Extensions

SB Value Partners, L.P.'s Email Address Formats

SB Value Partners, L.P. uses at least 1 format(s):
SB Value Partners, L.P. Email FormatsExamplePercentage
First.Last@sbvalue.comJohn.Doe@sbvalue.com
50%
First.Last@sbvalue.comJohn.Doe@sbvalue.com
50%

Frequently Asked Questions

Where is SB Value Partners, L.P.'s headquarters located?

Minus sign iconPlus sign icon
SB Value Partners, L.P.'s main headquarters is located at 1903 San Pedro Avenue San Antonio, Texas 78212 United States. The company has employees across 1 continents, including North America.

What is SB Value Partners, L.P.'s phone number?

Minus sign iconPlus sign icon
You can contact SB Value Partners, L.P.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SB Value Partners, L.P.'s official website and social media links?

Minus sign iconPlus sign icon
SB Value Partners, L.P.'s official website is sbvalue.com and has social profiles on LinkedIn.

What is SB Value Partners, L.P.'s NAICS code?

Minus sign iconPlus sign icon
SB Value Partners, L.P.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does SB Value Partners, L.P. have currently?

Minus sign iconPlus sign icon
As of February 2026, SB Value Partners, L.P. has approximately 13 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: B. A.Chief Operating Officer: D. P.Chief Of Staff: D. P.. Explore SB Value Partners, L.P.'s employee directory with LeadIQ.

What industry does SB Value Partners, L.P. belong to?

Minus sign iconPlus sign icon
SB Value Partners, L.P. operates in the Investment Management industry.

What technology does SB Value Partners, L.P. use?

Minus sign iconPlus sign icon
SB Value Partners, L.P.'s tech stack includes WP RocketcdnjsMySQLTwemojiAxiosSlickX-Content-Type-OptionsContact Form 7.

What is SB Value Partners, L.P.'s email format?

Minus sign iconPlus sign icon
SB Value Partners, L.P.'s email format typically follows the pattern of First.Last@sbvalue.com. Find more SB Value Partners, L.P. email formats with LeadIQ.

When was SB Value Partners, L.P. founded?

Minus sign iconPlus sign icon
SB Value Partners, L.P. was founded in 2000.

SB Value Partners, L.P.

Investment ManagementTexas, United States11-50 Employees

We are a FinTech firm that specializes in platform sharing access to Community Financial Institutions. We are committed to providing tailored investment solutions and financial strategies to our institutional clients. We advise over $5.6 Billion of Community Financial Institution investment portfolios nationwide.

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.

Section iconCompany Overview

Headquarters
1903 San Pedro Avenue San Antonio, Texas 78212 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    SB Value Partners, L.P.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    SB Value Partners, L.P.'s revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.