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 owned limited liability company that operates as a hedge fund adviser. The firm registered with the SEC in 2012 and concentrates on managing pooled investment vehicles for institutional investors. Its commercial model combines a percentage-of-AUM fee with performance-based fees. Stilwell Value is not positioned as a broad capital allocator or multi-state advisory platform, and it does not identify as an active ESG investor.
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 2ESTHER 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
$478K in ETFs
100%
$478K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA SILVER (AGQ) | ProShares | Passive | Trading Leveraged Commodities | $478K | 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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