Stilwell Value LLC
● SEC registered since 2012CRD 160697SEC# 801-73419New York, NY
Ranks #4,687 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$278.7M
Fund GAV
$278.7M
Private funds
5
Employees
11
Accounts
5
Location
New York, NY
Stilwell Value LLC assets under management
Stilwell Value LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2012. It reports $278.7 million in regulatory assets under management and employs 11 people. Stilwell Value LLC manages 5 private funds with combined gross assets of $278.7 million, including Stilwell Activist Investments, LP. By regulatory assets, it ranks 4,687 of 6,004 private fund managers.
Stilwell Value LLC private funds
5 funds · $278.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Stilwell Activist Investments, LP | Hedge | $170.2M | $500K |
| Stilwell Partners, LP | Hedge | $40.4M | $100K |
| Stilwell Activist Fund, LP | Hedge | $26.8M | $100K |
See all 5 funds — unlock the full record.
Join to unlock · $37/moStilwell Value LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Esther Jo Borrack | General Counsel | Under 5% | 2013 |
| Joseph David Stilwell Control | Principal | Over 75% | 2016 |
| Ruben Antonio Tapia Vargas | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Stilwell Value LLC manage?
Stilwell Value LLC reports $278.7 million in regulatory assets under management on its Form ADV.
How many private funds does Stilwell Value LLC manage?
Stilwell Value LLC manages 5 private funds with combined gross assets of $278.7 million.
How many employees does Stilwell Value LLC have?
Stilwell Value LLC reports 11 employees.
Where is Stilwell Value LLC located?
Stilwell Value LLC is based in New York, NY and has been SEC-registered since 2012.
Does Stilwell Value LLC disclose fund performance?
Stilwell Value LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$278.7M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$278.7Mregulatory AUM
Discretionary $278.7M
Service providers
Auditor
Prime broker
Custodian
Administrator