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| Stilwell Value LLC
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| CRD # | 160697 |
| SEC # | 801-73419 |
| CIK # | 0001397076 |
| AUM | $274.9 M (2025-03-28) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 212-269-2005 |
| Address | 111 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kingsway Financial Services Inc | 75.0 | ||
| Wheeler Real Estate Investment Trust Inc | 71.3 | ||
| Sound Financial Bancorp Inc | 18.9 | ||
| IF Bancorp Inc | 7.1 | ||
| Central Plains Bancshares Inc | 5.5 | ||
| Wheeler Real Estate Investment Trust Inc | 3.3 | ||
| FS Bancorp Inc | 3.1 | ||
| Northeast Community Bancorp Inc/Md/ | 2.6 | ||
| Provident Bancorp Inc /MD/ | 2.2 | ||
| BV Financial Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Stilwell Activist Investments LP | [2013-04-11] | 111.1 | 161.0 |
| HF | Stilwell Activist Fund LP | [2013-03-20] | 20.1 | 26.5 |
| HF | Stilwell Associates LP | [2012-02-13] | 39.0 | 14.4 |
| HF | Stilwell Financial Fund LP | 2012-02-13 | 0.0 | |
| HF | Stilwell Partners LP | [2012-02-13] | 45.0 | 42.3 |
| HF | Stilwell Value Partners III LP | [2012-02-13] | 22.2 | 0.0 |
| HF | Stilwell Value Partners II LP | [2012-02-13] | 12.9 | 0.0 |
| HF | Stilwell Value Partners I LP | 2012-02-13 | 0.0 | |
| HF | Stilwell Value Partners IV LP | [2012-02-13] | 16.8 | 0.0 |
| HF | Stilwell Value Partners VII LP | [2012-02-13] | 10.0 | 30.7 |
| View All | ||||
| 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 | 5 | 274.9 |
| (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 | 5 | 274.9 |
| By Discretionary | ||
| Discretionary | 5 | 274.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 274.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.9 | |
| Total | 5 | 274.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Stilwell | 12 | ||
| Megan Parisi | 5 | ||
| Corissa Briglia | 5 | ||
| Nina Nikpour | 5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001397076] | |
| 13F-NT | [0001397076] | |
| 3 | [0001397076] | |
| 4 | [0001397076] |
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