SEC Form ADV

B. RILEY WEALTH PRIVATE SHARES

Registered Investment AdviserTN
$47.6M
Assets Under Management
8
Employees
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Registration Details

Accession
crd-315851
Location
MEMPHIS, TN
Filing Date
March 31, 2026
AUM
$47.6M
Institutional Clients
8
Employees
8
Amendment
No

Client Types

Pooled Investment Vehicles

Private Funds

8 private funds reported on Form ADV Schedule D 7.B.1, $47.6M in combined gross assets.

  • NAM SPECIAL SITUATIONS FUND I QP, LLC SERIES F1Private Equity Fund$20.2M
  • B. RILEY PRIVATE SHARES FUND 2023-3, LLCPrivate Equity Fund$9.9M
  • B. RILEY PRIVATE SHARES FUND 2022-1, LLCPrivate Equity Fund$6.6M
  • B. RILEY PRIVATE SHARES FUND 2023-1, LLCPrivate Equity Fund$6.1M
  • B. RILEY PRIVATE SHARES FUND 2022-1 QP, LLCPrivate Equity Fund$3.0M
  • SOCIAL INTERNET FUND I, LLCPrivate Equity Fund$1.6M
  • B. RILEY PRIVATE SHARES 2023-2 QP, LLCPrivate Equity Fund$321K
  • B. RILEY PRIVATE SHARES 2023-2 QC, LLCPrivate Equity Fund$21K

About this Adviser

B. RILEY WEALTH PRIVATE SHARES is a registered investment adviser headquartered in MEMPHIS, TN, managing approximately $47.6M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.