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John Vito Sacchetti

S.B. Value Partners, L.P.

San Antonio, TX

CRD 3005079

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Employer firm

S.b. Value Partners, L.p. CRD 139162

$3.89B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • EFFICIENCY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
S.B. Value Partners, L.P.

1903 San Pedro Avenue, San Antonio, TX 78212 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-07-03
  • TX RA
    APPROVED
    Since 2017-07-03

Branch Locations

1903 San Pedro Avenue, San Antonio, TX 78212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Professinals, Inc. San Antonio TX 02/2009 06/2017
Securevest Financial Group, Inc. San Antonio TX 01/2019 11/2022
Sb Value Partners San Antonio TX 07/2017 Present
  • 02/2009 → 06/2017
    Investment Professinals, Inc.
    San Antonio, TX
  • 01/2019 → 11/2022
    Securevest Financial Group, Inc.
    San Antonio, TX
  • 07/2017 → Present
    Sb Value Partners
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-29
S63 Uniform Securities Agent State Law Examination 1998-03-24
  • S65 Uniform Investment Adviser Law Examination
    2000-06-29
  • S63 Uniform Securities Agent State Law Examination
    1998-03-24

View on SEC IAPD

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