Form D · Hedge Fund

Stilwell Associates, L.P.

New York, NY · CIK 0000913960

Offering snapshot reported Aug 3, 2026 · SEC filing

Reported sold: $39M
Investors reported: 51
Minimum accepted: $100K
First sale: Oct 12, 1993

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 3, 2026	Amendment	$38,989,018	$0vs Jun 12, 2025	51	SEC filing
Jun 12, 2025	Amendment	$38,989,018	$0vs Jun 12, 2024	51	SEC filing
Jun 12, 2024	Amendment	$38,989,018	$0vs Jun 12, 2023	51	SEC filing
Jun 12, 2023	Amendment	$38,989,018	$0vs Jun 10, 2022	51	SEC filing
Jun 10, 2022	Amendment	$38,989,018	$17,473,518vs Mar 15, 2013	51	SEC filing
Jun 10, 2021	Amendment	$38,989,018	$17,473,518vs Mar 15, 2013	51	SEC filing
Jun 18, 2020	Amendment	$38,889,018	$0vs Dec 7, 2018	51	SEC filing
Dec 7, 2018	Amendment	$38,889,018	$0vs Dec 8, 2017	51	SEC filing
Dec 8, 2017	Amendment	$38,889,018	$550,000vs Dec 10, 2015	51	SEC filing
Dec 9, 2016	Amendment	$38,839,018	$500,000vs Dec 10, 2015	50	SEC filing
Dec 10, 2015	Amendment	$38,339,018	$0vs Dec 10, 2014	50	SEC filing
Dec 10, 2014	Amendment	$38,339,018	$0vs Mar 12, 2014	50	SEC filing
Mar 12, 2014	Amendment	$38,339,018	$16,823,518vs Mar 15, 2013	50	SEC filing
Mar 15, 2013	Initial	$21,515,500	No comparison	33	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-193416

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 ASSOCIATES, LP

Investment adviser: STILWELL VALUE LLC

Gross asset value: $17.1M
Beneficial owners: 9
ADV minimum commitment: $100K

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 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

Filing source

Form ADV 2049278 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-3053582270

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
Name	Reported 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