Stilwell Value LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 160697
- Registered since
- March 19, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Stilwell Value LLC is a privately held limited liability company that operates as a hedge fund manager focused on institutional clients. The firm registered with the SEC in 2012 and is owned by an individual. Its advisory activity centers on portfolio management for pooled investment vehicles. Compensation combines a percentage-of-assets model with performance-based fees. Stilwell Value does not position itself as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Ravi Shah
Chief Financial OfficerCRD 7459782
Michael McShea
Chief Compliance OfficerCRD 6788847
Contacts
2 of 2
Esther Borrack
General CounselCRD 5711588
Joseph Stilwell
PrincipalCRD 1172219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$272K in ETFs
100%
$272K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA SILVER (AGQ) | ProShares | Passive | Trading Leveraged Commodities | $272K | 4,000 | 100.00% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 111 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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