| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Stilwell Activist Investments, LP | Hedge | $161M | $500K |
| Stilwell Partners, LP | Hedge | $42.3M | $100K |
| Stilwell Value Partners VII, LP | Hedge | $30.7M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Esther Jo Borrack | General Counsel | Under 5% | 2013 |
| Joseph David Stilwell Control | Principal | Over 75% | 2016 |
| Michael J McShea | Chief Compliance Officer | Under 5% | 2022 |
Stilwell Value LLC reports $274.9 million in regulatory assets under management on its Form ADV.
Stilwell Value LLC manages 5 private funds with combined gross assets of $274.9 million.
Stilwell Value LLC reports 10 employees.
Stilwell Value LLC is based in New York, NY and has been SEC-registered since 2012.
Stilwell Value LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 Broadway, 12th Floor, New York, NY 10006 |
| Phone | 212-269-2005 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1397076 |
| Discloses disciplinary history | Yes |
| Discretionary | $274.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $274.9M |