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
Bloomington, IN
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.
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Jeremy is a partner and head of IT at Black Sheep Capital, ensuring the technical infrastructure is working correctly, dedicating minimal time. He also works as a consultant for ROC Investments, providing technical support, dedicating minimal time outside of trading hours.