Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SB Value Partners does not charge an annual management fee for separately managed accounts or to the partnerships. Instead, they receive a performance-based profit participation. The profit participation is 20% for SAB Equity Partnership, L.P. and 25% for SAB Capital Markets L.P., SAB High Yield Capital Markets L.P. and the Separately Managed Accounts. Institutional Asset Management accounts are charged a fixed fee between $25,000 and $100,000. Institutional Efficiency Optimization Consulting is billed hourly.
Areas of Practice
Advisor Information
Office location
1903 San Pedro Avenue, San Antonio, TX, 78212
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bryan works as a soccer referee since 2013, dedicating about 10-20% of his time to this activity. This work is compensated and occurs outside of trading hours.