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Building 2S.B. VALUE PARTNERS, L.P.

Map pinSAN ANTONIO, TX
Phone844-728-2583
NotebookSEC #801-66139
Total AUM
$3.9B
Employees
13
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1903 SAN PEDRO AVENUE
SAN ANTONIO
TX 78212
United States
Operating Hours
7:00AM - 4:00PM
WEDNESDAY
Phone
844-728-2583
Other Offices
3

ReceiptFinancials

Total AUM
$3.9B
Accounts
108
Discretionary
$128.8M
Accounts
16
Non-Discretionary
$3.8B
Accounts
92

ContactClients

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Individual Clients
9
AUM
$7.5M
HNW Individual Clients
13
AUM
$23.1M
Banking Clients
29
AUM
$3.8B
Pooled Vehicle Clients
3
AUM
$43.9M
Corporation or Business Clients
2
AUM
$9.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
EFFICIENCY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
EXPENSES PAID BY CLIENTS/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOINTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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