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SB Value Partners, L.P. Employee Directory

Investment ManagementTexas, United States11-50 Employees

SB Value Partners, L.P. operates as a FinTech-enabled investment adviser that provides platform-based access to community financial institutions. It delivers tailored investment solutions and financial strategies to institutional clients, offering transparent portfolio advisory and AI-based investing to CFIs nationwide and advising more than $5.6 billion in their portfolios.

The firm serves community financial institutions across the United States, focusing on helping them improve returns by increasing ROA and ROE through portfolio management. Based in San Antonio, Texas, SB Value Partners operates as a Registered Investment Adviser. Since its inception, the firm has had a single primary owner, no debt, and an average annual ROA exceeding 100%.

Find SB Value Partners, L.P. employees' phone numbers or email addresses

SB Value Partners, L.P. Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

SB Value Partners, L.P.'s Leadership

  • Stylized image of a person
    N. I.
    Vice President - Business Development Officer
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  • Stylized image of a person
    S. B.
    Managing Partner And Founder
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    W. B.
    Svp, Director Of Business Development
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  • Stylized image of a person
    K. G.
    Advisory Services Associate
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  • Stylized image of a person
    C. R.
    It Analyst
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SB Value Partners, L.P. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Entrepreneurship
  • Finance
  • Other
  • Accounting

Contact profiles from SB Value Partners, L.P.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. B.
    Managing Partner And Founder
    Phone icon
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    W. B.
    Svp, Director Of Business Development
    Phone icon
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    N. I.
    Vice President - Business Development Officer
    Phone icon
    United StatesMontana
    Oct 17, 2024
  • Stylized image of a person
    K. G.
    Advisory Services Associate
    Phone icon
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    C. R.
    It Analyst
    Phone icon
    United StatesFlorida
    Apr 16, 2026

Frequently Asked Questions

What is SB Value Partners, L.P. known for?

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SB Value Partners, L.P. was founded in 2000 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore SB Value Partners, L.P.'s company overview page for more information.

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

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SB Value Partners, L.P. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SB Value Partners, L.P. email formats with LeadIQ.

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

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SB Value Partners, L.P. has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are SB Value Partners, L.P.'s key employees and leadership?

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As of August 2026, SB Value Partners, L.P.'s key employees include:

  • Vice President - Business Development Officer: N. I.
  • Managing Partner And Founder: S. B.
  • Svp, Director Of Business Development: W. B.
  • Advisory Services Associate: K. G.
  • It Analyst: C. R.

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