S.B. VALUE PARTNERS, L.P.
CRD #139162 SEC #801-66139 SAN ANTONIO, TX 844-728-2583
SEC Registered Private Funds
Total AUM
$5B
Discretionary
$102.1M
Employees
13
Clients
--
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5B | $102.1M | $4.9B | 13 | 0 |
| Mar 2025 | $5B | $102.1M | $4.9B | 13 | 0 |
| Jan 2025 | $3.5B | $113.4M | $3.4B | 13 | 0 |
| Dec 2024 | $3.5B | $113.4M | $3.4B | 12 | 0 |
| Mar 2024 | $3.5B | $113.4M | $3.4B | 13 | 0 |
| Sep 2023 | $3.9B | $168.2M | $3.7B | 13 | 0 |
| Jun 2023 | $3.9B | $168.2M | $3.7B | 14 | 0 |
| Apr 2023 | $3.9B | $168.2M | $3.7B | 14 | 0 |
| Mar 2023 | $3.9B | $168.2M | $3.7B | 14 | 0 |
| Mar 2023 | $3.9B | $168.2M | $3.7B | 14 | 0 |
| Dec 2022 | $3.1B | $211.4M | $2.9B | 13 | 0 |
| Nov 2022 | $3.1B | $211.4M | $2.9B | 13 | 0 |
| Sep 2022 | $3.1B | $211.4M | $2.9B | 14 | 0 |
| Jul 2022 | $3.1B | $211.4M | $2.9B | 14 | 0 |
| Mar 2022 | $3.1B | $211.4M | $2.9B | 15 | 0 |
| Jul 2021 | $3.7B | $92.8M | $3.6B | 14 | 0 |
| Jul 2021 | $3.7B | $92.8M | $3.6B | 14 | 0 |
| Apr 2021 | $3.7B | $92.8M | $3.6B | 14 | 0 |
| Mar 2021 | $3.7B | $92.8M | $3.6B | 14 | 0 |
| Jan 2021 | $2.7B | $73.7M | $2.6B | 11 | 0 |
| Oct 2020 | $2.7B | $73.7M | $2.6B | 11 | 0 |
| Apr 2020 | $2.7B | $73.7M | $2.6B | 11 | 0 |
| Apr 2020 | $2.7B | $73.7M | $2.6B | 11 | 0 |
| Mar 2020 | $2.7B | $73.7M | $2.6B | 11 | 0 |
| Mar 2019 | $620.2M | $70.5M | $549.7M | 9 | 0 |
| Feb 2019 | $620.2M | $70.5M | $549.7M | 9 | 0 |
| Sep 2018 | $164.8M | $86.3M | $78.5M | 9 | 0 |
| Mar 2018 | $164.8M | $86.3M | $78.5M | 9 | 0 |
| Mar 2018 | $164.8M | $86.3M | $78.5M | 9 | 0 |
| Sep 2017 | $234M | $234M | $0 | 10 | 11 |
| Jul 2017 | $234M | $234M | $0 | 10 | 11 |
| Apr 2017 | $234M | $234M | $0 | 10 | 11 |
| Mar 2017 | $234M | $234M | $0 | 8 | 11 |
| Mar 2016 | $277.7M | $277.7M | $0 | 12 | 11 |
| Mar 2015 | $281.6M | $281.6M | $0 | 22 | 11 |
| Jun 2014 | $165.5M | $165.5M | $0 | 20 | 11 |
| Mar 2014 | $165.5M | $165.5M | $0 | 20 | 11 |
| Aug 2013 | $168.8M | $168.8M | $0 | 22 | 11 |
| Mar 2013 | $134.9M | $134.9M | $0 | 22 | 11 |
| Mar 2012 | $112.3M | $112.3M | $0 | 6 | 1 |
| Aug 2011 | $75.2M | $5M | $70.2M | 10 | -- |
| Jun 2011 | $75.2M | $5M | $70.2M | 10 | -- |
| Mar 2011 | $75.2M | $5M | $70.2M | 10 | -- |
| Mar 2010 | $41.1M | $0 | $41.1M | 5 | -- |
| Oct 2009 | $30.8M | $0 | $30.8M | 5 | -- |
| Mar 2009 | $30.8M | $0 | $30.8M | 5 | -- |
| Mar 2007 | $44.8M | $0 | $44.8M | 5 | -- |
| Jan 2007 | $38.9M | $38.9M | $0 | 5 | -- |
| Jan 2007 | $38.9M | $38.9M | $0 | 5 | -- |
| Jan 2006 | $38.9M | $38.9M | $0 | 5 | -- |
DateDec 2025
Total AUM$5B
Discretionary$102.1M
Non-Disc.$4.9B
Employees13
Clients0
DateMar 2025
Total AUM$5B
Discretionary$102.1M
Non-Disc.$4.9B
Employees13
Clients0
DateJan 2025
Total AUM$3.5B
Discretionary$113.4M
Non-Disc.$3.4B
Employees13
Clients0
DateDec 2024
Total AUM$3.5B
Discretionary$113.4M
Non-Disc.$3.4B
Employees12
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$113.4M
Non-Disc.$3.4B
Employees13
Clients0
DateSep 2023
Total AUM$3.9B
Discretionary$168.2M
Non-Disc.$3.7B
Employees13
Clients0
DateJun 2023
Total AUM$3.9B
Discretionary$168.2M
Non-Disc.$3.7B
Employees14
Clients0
DateApr 2023
Total AUM$3.9B
Discretionary$168.2M
Non-Disc.$3.7B
Employees14
Clients0
DateMar 2023
Total AUM$3.9B
Discretionary$168.2M
Non-Disc.$3.7B
Employees14
Clients0
DateMar 2023
Total AUM$3.9B
Discretionary$168.2M
Non-Disc.$3.7B
Employees14
Clients0
DateDec 2022
Total AUM$3.1B
Discretionary$211.4M
Non-Disc.$2.9B
Employees13
Clients0
DateNov 2022
Total AUM$3.1B
Discretionary$211.4M
Non-Disc.$2.9B
Employees13
Clients0
DateSep 2022
Total AUM$3.1B
Discretionary$211.4M
Non-Disc.$2.9B
Employees14
Clients0
DateJul 2022
Total AUM$3.1B
Discretionary$211.4M
Non-Disc.$2.9B
Employees14
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$211.4M
Non-Disc.$2.9B
Employees15
Clients0
DateJul 2021
Total AUM$3.7B
Discretionary$92.8M
Non-Disc.$3.6B
Employees14
Clients0
DateJul 2021
Total AUM$3.7B
Discretionary$92.8M
Non-Disc.$3.6B
Employees14
Clients0
DateApr 2021
Total AUM$3.7B
Discretionary$92.8M
Non-Disc.$3.6B
Employees14
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$92.8M
Non-Disc.$3.6B
Employees14
Clients0
DateJan 2021
Total AUM$2.7B
Discretionary$73.7M
Non-Disc.$2.6B
Employees11
Clients0
DateOct 2020
Total AUM$2.7B
Discretionary$73.7M
Non-Disc.$2.6B
Employees11
Clients0
DateApr 2020
Total AUM$2.7B
Discretionary$73.7M
Non-Disc.$2.6B
Employees11
Clients0
DateApr 2020
Total AUM$2.7B
Discretionary$73.7M
Non-Disc.$2.6B
Employees11
Clients0
DateMar 2020
Total AUM$2.7B
Discretionary$73.7M
Non-Disc.$2.6B
Employees11
Clients0
DateMar 2019
Total AUM$620.2M
Discretionary$70.5M
Non-Disc.$549.7M
Employees9
Clients0
DateFeb 2019
Total AUM$620.2M
Discretionary$70.5M
Non-Disc.$549.7M
Employees9
Clients0
DateSep 2018
Total AUM$164.8M
Discretionary$86.3M
Non-Disc.$78.5M
Employees9
Clients0
DateMar 2018
Total AUM$164.8M
Discretionary$86.3M
Non-Disc.$78.5M
Employees9
Clients0
DateMar 2018
Total AUM$164.8M
Discretionary$86.3M
Non-Disc.$78.5M
Employees9
Clients0
DateSep 2017
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees10
Clients11
DateJul 2017
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees10
Clients11
DateApr 2017
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees10
Clients11
DateMar 2017
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees8
Clients11
DateMar 2016
Total AUM$277.7M
Discretionary$277.7M
Non-Disc.$0
Employees12
Clients11
DateMar 2015
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees22
Clients11
DateJun 2014
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees20
Clients11
DateMar 2014
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees20
Clients11
DateAug 2013
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees22
Clients11
DateMar 2013
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees22
Clients11
DateMar 2012
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees6
Clients1
DateAug 2011
Total AUM$75.2M
Discretionary$5M
Non-Disc.$70.2M
Employees10
Clients--
DateJun 2011
Total AUM$75.2M
Discretionary$5M
Non-Disc.$70.2M
Employees10
Clients--
DateMar 2011
Total AUM$75.2M
Discretionary$5M
Non-Disc.$70.2M
Employees10
Clients--
DateMar 2010
Total AUM$41.1M
Discretionary$0
Non-Disc.$41.1M
Employees5
Clients--
DateOct 2009
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--
DateMar 2009
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--
DateMar 2007
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees5
Clients--
DateJan 2007
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees5
Clients--