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| Happy Holidays!! thanks for using AUM13F!! |
| PL Capital Advisors LLC
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| CRD # | 162083 |
| SEC # | 801-79328 |
| CIK # | 0001569147 |
| AUM | $305.1 M (2025-03-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 239-777-0187 |
| Address | 750 Eleventh Street South Naples, FL 34102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| First Pactrust Bancorp Inc | 41.4 | ||
| Enterprise Financial Services Corp | 38.8 | ||
| Financial Institutions Inc | 35.0 | ||
| Old Point Financial Corp | 28.3 | ||
| First Merchants Corp | 26.3 | ||
| Horizon Bancorp /IN/ | 22.9 | ||
| FNB Corp/Fl/ | 20.6 | ||
| NBT Bancorp Inc | 16.3 | ||
| Northwest Indiana Bancorp | 10.9 | ||
| Independent Bank Corp /MI/ | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | PL Capital Plus Fund LP | [2025-03-26] | 3.6 | 6.1 |
| HF | PL Capital Plus Fund LP | 2017-03-20 | 3.8 | |
| HF | Financial Edge Fund LP | [2012-03-22] | 33.8 | 132.6 |
| HF | Financial Edge Strategic Fund LP | [2012-03-22] | 15.8 | 74.9 |
| HF | Goodbody/Pl Capital LP | 2012-03-22 | 63.2 | |
| HF | PL Capital/Focused Fund LP | 2012-03-22 | 27.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 305.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 305.1 |
| By Discretionary | ||
| Discretionary | 6 | 305.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 305.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.1 | |
| Total | 6 | 305.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Palmer | 34 | ||
| Richard Lashley | 12 | ||
| PL Capital Advisors LLC | 6 | ||
| PL Capital LLC | 5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569147] | |
| 3 | [0001569147] | |
| 4 | [0001569147] | |
| SC 13D | [0001569147] | |
| SC 13G | [0001569147] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Lashley Richard J | |
| Evans Bancorp Inc | |
| Palmer John W | |
| PL Capital Advisors, LLC | |
| Old Point Financial Corp |
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