Noah
Intara

S.B. Value Partners, L.P

CRD#5399192
Investment Advisor
in Bozeman, MT

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About this Advisor

Noah Intara is a financial advisor based in Bozeman, Montana, working with S.B. Value Partners, L.P. Noah has previously held positions at Lpl Financial, Zoku Inc, Config 27 LLC, Sb Value Lp, and Sb Value Partners. Noah has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Montana. Currently, Noah is part of S.B. Value Partners, L.P, which operates out of Bozeman, Montana. The firm has 4 offices and 13 employees. The firm manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at S.B. Value Partners, L.P includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Bozeman, MT

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S.B. Value Partners, L.P Brokerage Details

Total Assets Under Management

$3,548,387,419

MT Average: $3,042,739,679
Total Number of Employees

13

MT Average: 49
Total Number of Accounts

117

MT Average: 2,315
Average Account Size

$30,328,098

MT Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Noah Intara Work History

2022 - Present (2 years)

Sb Value Lp

2022 - Present (2 years)

Sb Value Partners

2018 - 2022 (4 years)

Config 27 LLC

2014 - 2018 (4 years)

Zoku Inc

2012 - 2014 (2 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Noah Intara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at S.B. Value Partners, L.P

William Barnes
San Antonio, TX
John Evans
Tigard, OR
Jeremy Pennington
Bloomington, IN
Kevin Cuddie
Denver, CO
Leslie Heath
San Antonio, TX
Noah Intara
Bozeman, MT
John Sacchetti
San Antonio, TX
Bryan Abbott
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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