Private company
Strategic Value Investors LP
Hedge fund that raised $141.5 million in 2015 (SEC Form D). Summary from the record
Last updated Oct 21, 2026.
Overview
Corporate structure
Strategic Value Investors LP sits at the top of its group. 10 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
- Strategic Value Investors LP DE
- BankFinancial CORP Stake · Burr Ridge, Illinois
- First Financial Northwest, Inc. Stake · Renton, Washington
- First Foundation Inc. Stake · Irving, Texas
- Meridian Corporation Stake · Nassau, Bahamas
- PEOPLES BANCORP OF NORTH CAROLINA INC Stake · Newton, North Carolina
- SB FINANCIAL GROUP, INC. Stake · Columbus, Ohio, United States
- Southern States Bancshares, Inc. Stake · Anniston, Alabama, United States
- United Security Bancshares Stake · Fresno, California, United States
- Western New England Bancorp, Inc. Stake · Westfield, Massachusetts, United States
Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (9 companies). Each entity in the chart links to its source.
Leadership
Named in SEC Form D filings
People the company listed in its private-offering notices.
Filings
5 filings to the SEC since October 2021: 5 private raises. The latest 5:
- Jan 9, 2026D/A EDGAR
- Jan 7, 2025D/A EDGAR
- Jan 9, 2024D/A EDGAR
- Jan 6, 2023D/A EDGAR
- Jan 7, 2022D/A EDGAR
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Stakes it holds
Strategic Value Investors LP has told the SEC it owns more than 5% of 9 companies, latest first (Schedules 13D and 13G).
- SB FINANCIAL GROUP, INC.SCHEDULE 13G/A Feb 14, 2024 to Aug 19, 20263
- First Financial Northwest, Inc.SCHEDULE 13G/A Feb 14, 2024 to Feb 12, 20254
- First Foundation Inc.SCHEDULE 13G/A Feb 12, 20255
- PEOPLES BANCORP OF NORTH CAROLINA INCSCHEDULE 13G/A Feb 14, 2024 to Feb 12, 20256
- Southern States Bancshares, Inc.SCHEDULE 13G/A Feb 14, 2024 to Feb 12, 20257
- Western New England Bancorp, Inc.SCHEDULE 13G/A Feb 14, 2024 to Feb 12, 20258
- Meridian CorporationSC 13G/A Feb 10, 2022 to Feb 14, 20249
- BankFinancial CORPSC 13D Feb 12, 202410
- United Security BancsharesSC 13D/A Feb 10, 2022 to Jun 6, 202311
Funding
Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.
- Private raises (Form D) $141.5M
Figures by year
| Year | Private raises (Form D) | Total |
|---|---|---|
| 2015 | $141.5M | $141.5M |
Private raises
Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.
Sources
The numbers on this page point here. Each one links to the record it came from.
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