Form D · Hedge Fund

Stilwell Activist Investments, L.P.

New York, NY · CIK 0001573720

Offering snapshot reported Aug 3, 2026 · SEC filing

Reported sold
$121M
Indefinite offering
Investors reported
94
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$60.5M$121MApr 4, 2013Mar 12, 2014: $53,704,511.00Dec 10, 2014: $74,514,273.00Dec 10, 2015: $85,528,860.00Dec 9, 2016: $94,853,361.00Dec 8, 2017: $97,874,900.00Dec 7, 2018: $98,724,900.00Jun 18, 2020: $98,839,990.00Jun 10, 2021: $98,943,872.00Jun 10, 2022: $98,943,872.00Jun 12, 2023: $99,064,044.00Jun 12, 2024: $110,064,044.00Jun 12, 2025: $111,064,044.00Aug 3, 2026: $121,064,044.00Aug 3, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$111,064,044 → $121,064,044

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 3, 2026Amendment$121,064,044$10,000,000vs Jun 12, 202594SEC filing
Jun 12, 2025Amendment$111,064,044$1,000,000vs Jun 12, 202494SEC filing
Jun 12, 2024Amendment$110,064,044$11,000,000vs Jun 12, 202390SEC filing
Jun 12, 2023Amendment$99,064,044No comparison88SEC filing
Jun 10, 2022Amendment$98,943,872No comparison86SEC filing
Jun 10, 2021Amendment$98,943,872No comparison86SEC filing
Jun 18, 2020Amendment$98,839,990$115,090vs Dec 7, 201885SEC filing
Dec 7, 2018Amendment$98,724,900$850,000vs Dec 8, 201784SEC filing
Dec 8, 2017Amendment$97,874,900$12,346,040vs Dec 10, 201580SEC filing
Dec 9, 2016Amendment$94,853,361$9,324,501vs Dec 10, 201575SEC filing
Dec 10, 2015Amendment$85,528,860$11,014,587vs Dec 10, 201466SEC filing
Dec 10, 2014Amendment$74,514,273$20,809,762vs Mar 12, 201460SEC filing
Mar 12, 2014Amendment$53,704,511No comparison44SEC filing
Apr 4, 2013InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.26K (estimated)
Finders' fees
$0
Form D file number
021-194500
The finder listed in Item 12 hereof receives a percentage of the fees payable by the investor introduced by such finder.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Investment Security Corporation000047536

Source: Form D, filed Aug 3, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

STILWELL ACTIVIST INVESTMENTS, LP

Investment adviser: STILWELL VALUE LLC

Gross asset value
$170M
Beneficial owners
54
ADV minimum commitment
$500K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-4095707570

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Corissa Briglia Director, Executive
Nina Nikpour Director, Executive
Megan Parisi Director, Executive
Joseph Stilwell Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
111 Broadway 12 Th Floor
New York, NY, 10006