# SB INVESTMENT PARTNERS, LLC

SB INVESTMENT PARTNERS, LLC of GLENWOOD SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 340871
- Type: SEC-registered investment adviser
- SEC file number: 801-135684
- Location: 901 MEADOW RUN, GLENWOOD SPRINGS, CO, 81601
- Phone: (800) 810-5410
- Latest filing: 2026-07-30
- Regulatory AUM: $65.4M
- Discretionary AUM: $65.4M
- Clients: 2
- Accounts: 223

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Thomas Mccaslin | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Felicia Nicole Ramirez | MEMBER & OFFICE MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340871/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340871/similar
- Related entities: https://search.stillhousedata.com/firm/340871/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340871

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.