Jeremy Stephen Pennington
Investment adviser representative at S.B. Value Partners, L.P.
13 yearsExperience
1 stateRegistered in
$3.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Roc InvestmentsMar 2022 to now
- S.B. Value Partners, L.P.Jul 2017 to now
- Investment Professionals IncJun 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
S.B. Value Partners, L.P.
$3.9BAssets managed
56Clients
7Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5697218
- Firm CRD
- 139162