SourcingSourcing

STILWELL VALUE LLC

C38
CRD 160697·SEC 801-73419·NEW YORK, NY
AUM
$278.7M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$836K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STILWELL VALUE LLC
CRD
160697
SEC file #
801-73419
EIN
—
DBA names
Stilwell Value Llc

Economics

AUM
$278.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$205.8M → $278.7M▲ +35%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
11
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
Count1

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STILWELL, JOSEPH, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STILWELL, JOSEPH, DAVID
BORRACK, ESTHER, JO
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001113303
Edgar Registered
Yes
Edgar Filing Count
1,000
Edgar First Filing Date
2012-10-16
Edgar Last Filing Date
2026-05-20
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2015-01-26
Accession0001144204-15-003643

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley15
Interactive Brokers12
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
111 BROADWAY, 12TH FLOORNEW YORK, NY 10006
Edgar Recent Filings
DFAN14A2026-05-20 · 0000921895-26-001456
SCHEDULE 13D/A2026-05-20 · 0000921895-26-001453
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1172219
Trust Company Affiliate
No

People (3)

3
STILWELL, JOSEPH, DAVID
Direct Owner · 87.5%
1172219
BORRACK, ESTHER, JO
Executive Officer · 2.5%
5711588
TAPIA VARGAS, RUBEN, ANTONIO
Executive Officer · 2.5%
5407600