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 working in Bozeman, Montana. Intara is currently employed by S.B. Value Partners, L.P. Over the course of their career, they have held roles at Lpl Financial, Zoku Inc, Config 27 LLC, Sb Value Lp and Sb Value Partners. Intara holds Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Montana. S.B. Value Partners, L.P is an advisory firm that has its headquarters in San Antonio, TX. The company has offices in six locations and a total of 14 advisors. It handles $4 billion in assets between its 114 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 114 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by S.B. Value Partners, L.P most likely are comprised of any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

less than 1 year

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

$3,873,391,579

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

14

MT Average: 49
Total Number of Accounts

114

MT Average: 2,315
Average Account Size

$33,977,119

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

Noah has been registered as a financial advisor for 0 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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