S.B. VALUE PARTNERS, L.P.
C32
CRD 139162·SEC 801-66139·SAN ANTONIO, TX
AUM
$3.89B
$1B+
Est. Revenue
$38.9M
@ 1% on AUM
Est. EBITDA
$11.7M
@ 30% margin
Est. Deal Value
$93.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $620.2M
'21 · $2.68B
'22 · $3.69B
'23 · $3.12B
'25 · $5.00B
'26 · $3.89B
'20'26
$620.2M → $3.89B▲ +527%
Client mix
| Banking Institutions | 29 |
| Individuals High Net Worth | 13 |
| Individuals Other | 9 |
| Pooled Investment Vehicles | 3 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
2 advisors → 5 advisors▲ +150%
Branches
| Count | 3 |
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.