Investment adviser · CRD 160697

STILWELL VALUE LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $279M
Client accounts: 5
Employees: 11
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$278,729,034	100.0%

Filing source

Form ADV 2049278 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

12 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STILWELL ACTIVIST INVESTMENTS, LPHedge Fund · Last reported Mar 27, 2026$170MGross asset value

Form D fundraising filings

Stilwell Activist Investments, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA) INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWHICH, Connecticut, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian VELOCITY CLEARING, LLC HAZLET, New Jersey, United States Related to adviser: No

Marketer INVESTMENT SECURITY CORPORATION CALABASAS, California, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Prime broker VELOCITY CLEARING, LLC HAZLET, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BDO USA, LLP
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

MORGAN STANLEY & CO. LLC
SEC 8-15869

VELOCITY CLEARING, LLC
SEC 8-65894

INVESTMENT SECURITY CORPORATION
CRD 47536 · SEC 8-51832

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

VELOCITY CLEARING, LLC
CRD 126588 · SEC 8-65894

Fund details & source

Fund ID: 805-4095707570
Reported beneficial owners: 54
Minimum commitment: $500K
Form D file number: 021-194500

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STILWELL PARTNERS, LPHedge Fund · Last reported Mar 27, 2026$40.4MGross asset value

Form D fundraising filings

Stilwell Partners, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA) INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Marketer INVESTMENT SECURITY CORPORATION CALABASAS, California, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BDO USA, LLP
PCAOB 243

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

INVESTMENT SECURITY CORPORATION
CRD 47536 · SEC 8-51832

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-1283093198
Reported beneficial owners: 37
Minimum commitment: $100K
Form D file number: 021-193459

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STILWELL ACTIVIST FUND, LPHedge Fund · Last reported Mar 27, 2026$26.8MGross asset value

Form D fundraising filings

Stilwell Activist Fund, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA) INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWHICH, Connecticut, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Marketer INVESTMENT SECURITY CORPORATION CALABASAS, California, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BDO USA, LLP
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

MORGAN STANLEY & CO. LLC
SEC 8-15869

INVESTMENT SECURITY CORPORATION
CRD 47536 · SEC 8-51832

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-6114493551
Reported beneficial owners: 44
Minimum commitment: $100K
Form D file number: 021-188254

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STILWELL VALUE PARTNERS VII, LPHedge Fund · Last reported Mar 27, 2026$24.3MGross asset value

Form D fundraising filings

Stilwell Value Partners VII, L.P.

Fund administrator SUMMIT FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWHICH, Connecticut, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

MORGAN STANLEY & CO. LLC
SEC 8-15869

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-7285209946
Reported beneficial owners: 2
Minimum commitment: $100K
Form D file number: 021-192480

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STILWELL ASSOCIATES, LPHedge Fund · Last reported Mar 27, 2026$17.1MGross asset value

Form D fundraising filings

Stilwell Associates, L.P.

Fund administrator SUMMIT FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWHICH, Connecticut, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

MORGAN STANLEY & CO. LLC
SEC 8-15869

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-3053582270
Reported beneficial owners: 9
Minimum commitment: $100K
Form D file number: 021-193416

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STILWELL FINANCIAL FUND, L.P.Hedge Fund · Last reported Dec 18, 2012$0Gross asset value

Fund administrator MPS FUND ADMINISTRATION LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian NATIONAL FINANCIAL SERVICES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker NATIONAL FINANCIAL SERVICES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source

Fund ID: 805-1710145727
Reported beneficial owners: 0
Minimum commitment: $100K

Form ADV 686700 · Dec 18, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STILWELL VALUE PARTNERS III, LPHedge Fund · Last reported Apr 12, 2018$0Gross asset value

Form D fundraising filings

Stilwel Value Partners III, L.P.

Fund administrator APEX SERVICES (ATLANTA) INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-1905978745
Reported beneficial owners: 0
Minimum commitment: $100K
Form D file number: 021-192259

Form ADV 1208714 · Apr 12, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

111 BROADWAY, 12TH FLOOR
NEW YORK, NY, 10006, United States

CRD 160697

Filing source

Form ADV 2049278 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.