SB Value Partners is a registered investment advisor that manages investments for various partnerships, individuals, and institutions. Their services include managing separately managed accounts and providing institutional asset management and efficiency optimization consulting. SB Value primarily uses a value-oriented investment strategy, focusing on long-term investments in community banks and municipal securities. They also offer consulting services to financial institutions to optimize their resources.
Fee Structure
SB Value Partners manages investments through several partnerships and separately managed accounts. They do not charge a management fee but instead receive a percentage of the net profits.
For Institutional Asset Management, SB Value offers a fixed fee for advisory services, generally between $25,000 and $100,000 annually, payable monthly or quarterly. Clients are also responsible for custody, commissions, and other transaction charges.