S.B. Value Partners, L.P.
- Regulatory AUM
- $3.9B
- Discretionary
- $129M
- Clients
- 56
- Avg AUM / client
- $69.5M
- Accounts
- 108
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $7.5M | 0.19% |
| High net worth individuals | 13 | $23.1M | 0.59% |
| Banking or thrift institutions | 29 | $3.8B | 97.8% |
| Pooled investment vehicles (non-investment companies) | 3 | $43.9M | 1.13% |
| Corporations and other businesses | 2 | $9.3M | 0.24% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $36.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sab Moderate Equity Partnership, L.P. | Hedge Fund | Texas | $17.3M | 22 |
| Sab Capital Markets, L.P. | Hedge Fund | Texas | $13.4M | 25 |
| Sab High Yield Capital Markets, Lp | Hedge Fund | Texas | $5.5M | 10 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Allen Barnes | Limited Partner | Aug 1999 (27y) | 75% or more | |
| John Vito Sacchetti | Limited Partner | Jan 2014 (13y) | Less than 5% | |
| Bryan Eric Abbott | Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Pundt, Debbee, J | Chief Operations Officer / Limited Partner | Mar 2016 (10y) | Less than 5% | |
| Jeremy Stephen Pennington | Limited Partner | Jul 2017 (9y) | Less than 5% | |
| Kevin Andrew Cuddie | Limited Partner | Jul 2017 (9y) | Less than 5% | |
| Heath, Leslie, Beth | Limited Partner | Jan 2020 (7y) | Less than 5% | |
| William Joseph Barnes | Registered representative | Apr 2023 (3y) | ||
| Larry Allen Anderson | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Foxfield Investments, L.L.C. | General Partner | Dec 1999 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $36.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sab Moderate Equity Partnership, L.P. | Hedge Fund | $17.3M | $250K | 22 |
| Sab Capital Markets, L.P. | Hedge Fund | $13.4M | $250K | 25 |
| Sab High Yield Capital Markets, Lp | Hedge Fund | $5.5M | $250K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • EXPENSES PAID BY CLIENTS/REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Pershing $253M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗