B. RILEY WEALTH PRIVATE SHARES

Overview

B. Riley Wealth Private Shares operates as a private equity–focused adviser that manages pooled investment vehicles for institutional clients. The firm is organized as an LLC and is classified in FINTRX as a Private Equity Fund adviser. It registered with the SEC in 2021 and is structured with both a domestic entity and individual ownership. Its advisory activity centers on acting as portfolio manager for pooled vehicles rather than serving as a broad capital allocator. The firm charges a mix of percentage-of-AUM and performance-based fees. It is not identified as an active ESG investor and is not registered as a multi-state adviser. FINTRX flags the firm as a related adviser and lists a set of industry affiliations that indicate involvement across the sponsor/GP/manager spectrum.

Assets & Accounts

Investments & Alternatives

Location & Offices