| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Thomas McCaslin Control | President & Chief Compliance Officer | Over 75% | 2026 |
| Felicia Nicole Ramirez | Member & Office Manager | 10-25% | 2026 |
Sb Investment Partners, LLC reports $65.4 million in regulatory assets under management on its Form ADV.
Sb Investment Partners, LLC reports 2 employees.
Sb Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (800) 810-5410 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $65.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $65.4M |