DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••• V•••• P•••••••• L•••
Latest filing Mar 16, 2026
First filing on the tape Mar 16, 2012 · 43 filings
SEC status approved since Feb 16, 2006
RAUM
$3.9B
reported, Item 5.F
Discretionary
3.3%
of RAUM
Private clients
0.8%
$30.6M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$556M
derived; firm RAUM over IAPD count
Employees
13
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
3
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$3.9B as of Mar 16, 2026
Mar 16, 2012$112M then
HNW client RAUM$23.1M as of Mar 16, 2026
Mar 28, 2018$88.3M then
State-registered IARs (5.B.3)7 as of Mar 16, 2026
Mar 16, 20120 then
Employees (5.A)13 as of Mar 16, 2026
Mar 28, 201322 then
Private funds3 as of Mar 16, 2026
Mar 24, 20152 then
RAUM -22% over the last fiscal year+0.1% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
- RAUM per advisor
- $556MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 3derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $36.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 3.3%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 1.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.3%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $43.9M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Banks and thrifts$3.8B98%
- Pooled investment vehicles$43.9M1.1%
- High-net-worth individuals$23.1M0.6%
- Corporations and businesses$9.3M0.2%
- Individuals$7.5M0.2%
- Individual clients
- 9reported
- HNW clients
- 13reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 108reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $43.9M for 3 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••• A•••• B••••• | San Antonio, Tx | Mar 21, 2007 | 41 y | 1 |
| B•••• E••• A••••• | San Antonio, Tx | Jul 3, 2017 | 31 y | 2 |
| J••••• S•••••• P••••••••• | Bloomington, In | Jul 3, 2017 | 13 y | 1 |
| J••• V••• S•••••••• | San Antonio, Tx | Jul 3, 2017 | 28 y | 3 |
| K•••• A••••• C••••• | Denver, Co | Jul 5, 2017 | 29 y | 2 |
| W•••••• J••••• B••••• | San Antonio, Tx | Apr 28, 2023 | 10 y | 0 |
| L•••• A•••• A••••••• | San Antonio, Tx | Jan 9, 2025 | 21 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- N••• C••••••• I••••• to M••••••••• C•••••• L••Jan 28, 2025 · Other
- B•••••• R••••• Y•••• to H••••••• F••••Sep 5, 2023 · Other
- L•••• A•••• A••••••• to B•• F•••••••• A•••••••Oct 5, 2022 · Other
- C••••••••• R••• T••••••• to C•••••• S••••• • C••• I•••Jan 8, 2018 · Other
- M•••••• T••••• M••••• to N••• F•••••••• G••••• I•••Dec 31, 2006 · Other
Joined, latest
- L•••• A•••• A••••••• from B•• F•••••••• A•••••••Jan 9, 2025 · Other
- B•••••• R••••• Y•••• from A••••••• A•••• M••••••••• I•••Mar 13, 2023 · Other
- N••• C••••••• I••••• from L•• F•••••••• L••Jan 4, 2023 · Other
- L•••• A•••• A••••••• from T• A••••••••• I•••Nov 24, 2020 · Other
- K•••• A••••• C••••• from I••••••••• P••••••••• I•••Jul 5, 2017 · Other
- B•••• E••• A••••• from I••••••••• P••••••••• I•••Jul 3, 2017 · Other
- J••••• S•••••• P••••••••• from I••••••••• P••••••••• I•••Jul 3, 2017 · Other
- C••••••••• R••• T••••••• from I••••••••• P••••••••• I•••Jul 3, 2017 · Other
- J••• V••• S•••••••• from I••••••••• P••••••••• I•••Jul 3, 2017 · Other
- S•••• A•••• B••••• from I••••••••• P••••••••• I•••Mar 21, 2007 · Other
- M•••••• T••••• M••••• from I••••••••• P••••••••• I•••Mar 28, 2006 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from I••••••••• P••••••••• I•••Jul 3, 2017 · Englewood, Co
- 2 joined from I••••••••• P••••••••• I•••Jul 3, 2017 · San Antonio, Tx
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• M••••••• E••••• P••••••••• L••• | Hedge Fund | $17.3M | 22 | Jun 25, 2014 |
| S•• C•••••• M••••••• L••• | Hedge Fund | $13.4M | 25 | Jun 25, 2014 |
| S•• H••• Y•••• C•••••• M••••••• L• | Hedge Fund | $5.5M | 10 | Mar 26, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• B••••• E••• · Chief Compliance Officercontrolsince 03/2016 · owns less than 5%
- B•••••• S••••• A•••• · Limited Partnercontrolsince 12/1999 · owns 75% or more
- B•••••• S••••• A•••• · Presidentcontrolsince 08/1999 · owns 75% or more of F••••••• Investments, L.Lc.
- C•••••• K••••• A••••• · Limited Partnersince 07/2018 · owns less than 5%
- H••••• L•••••• B••• · Limited Partnersince 01/2020 · owns less than 5%
- P••••••••• J•••••• S•••••• · Limited Partnersince 07/2018 · owns less than 5%
- P••••• D•••••• J• · Chief Operations Officer / Limited Partnersince 03/2016 · owns less than 5%
- S••••••••• J•••• V••• · Limited Partnersince 01/2014 · owns less than 5%
Entity owners
- F••••••• I••••••••• L••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Antonio, Tx · principal | 5 | 0 | 0 | ||
| Bozeman, Mt | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 110 to 108Dec 3, 2025 to Mar 16, 2026
- Corporate clients · 4 to 2Dec 3, 2025 to Mar 16, 2026
- HNW clients · 14 to 13Dec 3, 2025 to Mar 16, 2026
- Assets in custody · $39.7M to $43.9MDec 3, 2025 to Mar 16, 2026
- Discretionary RAUM · $102M to $129MDec 3, 2025 to Mar 16, 2026
- HNW RAUM · $23.7M to $23.1MDec 3, 2025 to Mar 16, 2026
- Individual RAUM · $7.9M to $7.5MDec 3, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $4.9B to $3.8BDec 3, 2025 to Mar 16, 2026
- Pooled vehicle RAUM · $39.7M to $43.9MDec 3, 2025 to Mar 16, 2026
- RAUM · $5.0B to $3.9BDec 3, 2025 to Mar 16, 2026
- Accounts · 117 to 110Jan 22, 2025 to Mar 14, 2025
- Advisory employees · 6 to 5Jan 22, 2025 to Mar 14, 2025
- Advisory activities · 3 to 4Jan 22, 2025 to Mar 14, 2025
- Corporate clients · 2 to 4Jan 22, 2025 to Mar 14, 2025
- HNW clients · 13 to 14Jan 22, 2025 to Mar 14, 2025
- Individual clients · 10 to 9Jan 22, 2025 to Mar 14, 2025
- Assets in custody · $36.2M to $39.7MJan 22, 2025 to Mar 14, 2025
- Financial planning clients · unset to Jan 22, 2025 to Mar 14, 2025
- State-registered IARs · 8 to 7Jan 22, 2025 to Mar 14, 2025
- Other offices · 4 to 3Jan 22, 2025 to Mar 14, 2025
- Discretionary RAUM · $113M to $102MJan 22, 2025 to Mar 14, 2025
- HNW RAUM · $31.1M to $23.7MJan 22, 2025 to Mar 14, 2025
- Individual RAUM · $7.5M to $7.9MJan 22, 2025 to Mar 14, 2025
- Non-discretionary RAUM · $3.4B to $4.9BJan 22, 2025 to Mar 14, 2025
- Pooled vehicle RAUM · $36.2M to $39.7MJan 22, 2025 to Mar 14, 2025
- RAUM · $3.5B to $5.0BJan 22, 2025 to Mar 14, 2025
- Advisory employees · 5 to 6Dec 12, 2024 to Jan 22, 2025
- Employees · 12 to 13Dec 12, 2024 to Jan 22, 2025
- State-registered IARs · 7 to 8Dec 12, 2024 to Jan 22, 2025
- Other offices · 3 to 4Dec 12, 2024 to Jan 22, 2025
- Advisory employees · 6 to 5Mar 18, 2024 to Dec 12, 2024
- Employees · 13 to 12Mar 18, 2024 to Dec 12, 2024
- State-registered IARs · 8 to 7Mar 18, 2024 to Dec 12, 2024
- Other offices · 4 to 3Mar 18, 2024 to Dec 12, 2024
- Accounts · 114 to 117Sep 21, 2023 to Mar 18, 2024
- HNW clients · 6 to 13Sep 21, 2023 to Mar 18, 2024
- Individual clients · 20 to 10Sep 21, 2023 to Mar 18, 2024
- Assets in custody · $40.9M to $36.2MSep 21, 2023 to Mar 18, 2024
- Discretionary RAUM · $168M to $113MSep 21, 2023 to Mar 18, 2024
- HNW RAUM · $51.5M to $31.1MSep 21, 2023 to Mar 18, 2024
Signals
7 dated events
- S••• V•••• P•••••••• L••• reported RAUM $5.0B, up 41% from $3.5B (2025-01-22 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- N••• C••••••• I••••• left S••• V•••• P•••••••• L••• for M••••••••• C•••••• L•• (registered 2026-07-15)Jan 28, 2025 · Advisor changed firm · fact
- B•••••• R••••• Y•••• left S••• V•••• P•••••••• L••• for H••••••• F•••• (registered 2023-09-08)Sep 5, 2023 · Advisor changed firm · fact
- L•••• A•••• A••••••• left S••• V•••• P•••••••• L••• for B•• F•••••••• A••••••• (registered 2022-10-11)Oct 5, 2022 · Advisor changed firm · fact
- S••• V•••• P•••••••• L••• reported RAUM $3.7B, up 38% from $2.7B (2021-01-19 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- S••• V•••• P•••••••• L••• reported RAUM $2.7B, up 332% from $620.2M (2019-03-27 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- S••• V•••• P•••••••• L••• reported RAUM $620.2M, up 276% from $164.8M (2018-09-10 to 2019-02-27)Feb 27, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/SB-V••••-PARTNERS-L-P-?TRK=PPRO_CPROFreportedpublic record, Form ADV, Sep 18, 2026
- Website
- SBV••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 844-728-2583reportedpublic record, Form ADV, Mar 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $556Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026