Sb Investment Partners, LLC
● SEC registered since 2026CRD 340871SEC# 801-135684
Reg. AUM
$65.4M
Employees
2
Accounts
223
Location
—
Sb Investment Partners, LLC assets under management
Sb Investment Partners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $65.4 million in regulatory assets under management and employs 2 people.
Sb Investment Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Thomas McCaslin Control | President & Chief Compliance Officer | Over 75% | 2026 |
| Felicia Nicole Ramirez | Member & Office Manager | 10-25% | 2026 |
Frequently asked questions
How much does Sb Investment Partners, LLC manage?
Sb Investment Partners, LLC reports $65.4 million in regulatory assets under management on its Form ADV.
How many employees does Sb Investment Partners, LLC have?
Sb Investment Partners, LLC reports 2 employees.
Does Sb Investment Partners, LLC disclose fund performance?
Sb Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (800) 810-5410 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$65.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$65.4Mregulatory AUM
Discretionary $65.4M