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| Stilwell Value LLC
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| |
|---|---|
| CRD # | 160697 |
| SEC # | 801-73419 |
| CIK # | 0001397076 |
| AUM | $250.4 MM (2024-03-26) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 212-269-2005 |
| Address | 111 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WHLRL | 64.4 | ||
| KFS | 135.9 | 60.4 | |
| PVBC | 280.7 | 17.9 | |
| SFBC | 94.8 | 17.6 | |
| FSBW | 229.8 | 4.2 | |
| IROQ | 61.9 | 4.2 | |
| NECB | 193.4 | 2.5 | |
| GBNY | 28.1 | 2.3 | |
| BVFL | 1.8 | ||
| AFBI | 97.6 | 1.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Stilwell Activist Investments LP | [2013-04-11] | 110.1 | 148.9 |
| HF | Stilwell Activist Fund LP | [2013-03-20] | 18.4 | 22.6 |
| HF | Stilwell Associates LP | [2012-02-13] | 12.6 | |
| HF | Stilwell Financial Fund LP | 2012-02-13 | 0.0 | |
| HF | Stilwell Partners LP | [2012-02-13] | 44.9 | 37.0 |
| HF | Stilwell Value Partners III LP | [2012-02-13] | 22.2 | 0.0 |
| HF | Stilwell Value Partners II LP | [2012-02-13] | 12.9 | 0.0 |
| HF | Stilwell Value Partners I LP | 2012-02-13 | 0.0 | |
| HF | Stilwell Value Partners IV LP | [2012-02-13] | 16.8 | 0.0 |
| HF | Stilwell Value Partners VII LP | [2012-02-13] | 10.0 | 29.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 250.4 |
| (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 | 250.4 |
| By Discretionary | ||
| Discretionary | 5 | 250.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 250.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.4 | |
| Total | 5 | 250.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Joseph Stilwell | 12 | ||
| Megan Parisi | 5 | ||
| Nina Nikpour | 5 | ||
| Corissa Briglia | 5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001397076] | |
| 13F-NT | [0001397076] | |
| 3 | [0001397076] | |
| 4 | [0001397076] |
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