Kevin Andrew Cuddie

S.B. Value Partners, L.P.

26 Years of Experience

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Areas of Practice

Investment Management

S.B. Value Partners, L.P.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

63 clients

Average Client Portfolio

$79.4M average

Assets Under Management

$5.0B

Fee Structure

Financial Planning:Investment management only

Location

Denver, CO

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kevin is a general partner at Black Sheep Capital LLC, a software holding company, and manages its checking account and software records. He spends minimal time on this activity and receives no compensation, but has signatory authority for bank accounts.

Employment History

Current Registrations

S.B. Value Partners, L.P.

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Investment Professionals, INC.

June 2017 - July 2017 · 1 mo

Investment Professionals, INC.Broker

May 2013 - July 2017 · 4 yrs 2 mos

Great Point Capital LLCBroker

October 2010 - March 2013 · 2 yrs 5 mos

Crt Trading, LLCBroker

June 2008 - September 2010 · 2 yrs 3 mos

Fox River Execution Technology, LLCBroker

December 2005 - April 2008 · 2 yrs 4 mos

Electronic Trading Group, LLCBroker

September 2003 - July 2005 · 1 yr 10 mos

Ets Capital Management, LLC

August 2002 - September 2003 · 1 yr 1 mo

Andover Brokerage, L.L.C.Broker

June 2001 - September 2002 · 1 yr 3 mos

On-Site Trading, INC.Broker

February 2000 - June 2001 · 1 yr 4 mos

Dean Witter Reynolds INC.Broker

February 1998 - December 1998 · 10 mos

Kirkpatrick, Pettis, Smith, Polian INC.Broker

April 1997 - March 1998 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.