Stilwell Value LLC

Stilwell Value LLC, established in New York, specializes in investment management services. The firm serves as the investment adviser to various funds, including Stilwell Activist Fund, Stilwell Partners, Stilwell Associates, and Stilwell Value Partners VII. Stilwell's investment objectives range from long-term capital appreciation to activist shareholder agendas. The firm manages assets on a discretionary basis, totaling $274,935,226 as of December 31, 2024. For potential clients, the minimum initial capital contribution varies per fund, with Stilwell Activist Investments requiring $100,000, Stilwell Partners and Stilwell Associates at $100,000, and Stilwell Activist Fund at $500,000. Stilwell may accept additional capital contributions from existing investors. The firm charges management fees based on the capital account of limited partners and may also apply performance-based fees. Stilwell's investment strategies involve various risk factors, including market volatility, interest rates, and economic conditions. The firm has a Code of Ethics to guide employees in their personal securities trading activities and complies with custody regulations. Stilwell has proxy voting authority for client securities and has not faced any bankruptcy filings or financial impairments. For more detailed information, refer to Stilwell Value LLC's Form ADV brochure.