# STILWELL VALUE LLC

STILWELL VALUE LLC of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 160697
- Type: SEC-registered investment adviser
- SEC file number: 801-73419
- Location: 111 BROADWAY, 12TH FLOOR, NEW YORK, NY, 10006
- Phone: 212-269-2005
- Latest filing: 2026-03-27
- Regulatory AUM: $278.7M
- Discretionary AUM: $278.7M
- Clients: 11
- Accounts: 5

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Ruben Antonio Tapia Vargas | CHIEF COMPLIANCE OFFICER | — |
| Esther Jo Borrack | GENERAL COUNSEL | — |
| Joseph David Stilwell | PRINCIPAL | — |
| Ravi Bipin Shah | CHIEF FINANCIAL OFFICER | — |
| Michael J Mcshea | CHIEF COMPLIANCE OFFICER | — |
| STILWELL JOSEPH DAVID | MANAGING MEMBER; PRINCIPAL | — |
| JIANG XIAO MING MIKA | CHIEF COMPLIANCE OFFICER | — |
| BERGMAN MICHELLE DUNCAN | CHIEF COMPLIANCE OFFICER | — |
| BORRACK ESTHER JO | GENERAL COUNSEL | — |
| LAMANGA MICHAEL | TRUSTEE | — |
| SCHNEIDER SPENCER | CHIEF COMPLIANCE OFFICER | — |
| MCSHEA MICHAEL J | CHIEF COMPLIANCE OFFICER | — |
| NIKPOUR NINA | CHIEF OPERATING OFFICER | — |
| WILINSKA KATARZYNA | CHIEF COMPLIANCE OFFICER | — |
| DAMON HALLIE | CHIEF COMPLIANCE OFFICER | — |
| Shah Ravi Bipin | CHIEF FINANCIAL OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-09-16 | regulatory | ALLEGED VIOLATIONS OF SECTIONS 13(D)(1) AND 13(D)(2) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED, AND RULES 13D-1 AND 13D-2 PROMULGATED THEREUNDER, FOR FAILING TO TIMELY FILE CERTAIN REPORTS ON SCHEDULE 13D AND SCHEDULE 13G | Final | $75K |
| 2013-10-23 | regulatory | THE SEC ALLEGED THAT THE ADVISER AND MR. STILWELL VIOLATED SECTIONS 206(2), 206(4), 206(7) AND 207 OF THE INVESTMENT ADVISERS ACT OF 1940, AS AMENDED AND RULES 206 (4)-7 AND 206 (4)-8 PROMULGATED THEREUNDER. | Final | $350K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160697/similar
- Related entities: https://search.stillhousedata.com/firm/160697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160697

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.