Managers/Private equity/Tennessee/B. Riley Wealth Private Shares

B. Riley Wealth Private Shares

B. Riley Wealth Private Shares is a private equity manager in Memphis, TN. It is registered with the SEC as an investment adviser with $47.6M in regulatory assets and 8 staff. It has 1 fund on file, the latest reported in March 2024.

Funds on file
1
Raised, all funds
$3.2M
Regulatory assets
$47.6M
Staff
8
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Mar 2024 B. Riley Private Shares Fund 2023-3, LLC Private equity $3.2M $15M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$47.6M
Employees8
Clients8 private funds.
Control personsCharles, Peter Hastings, Michael Markunas, Michael, Anthony Mullen, Philip, Richard Zanone.
Private funds9 private funds holding $297.4M in gross assets.

Private funds it reports

FundTypeGross assets
B. Riley Private Shares 2023-2 QP Private equity $248.6M
Nam Special Situations Fund I QP, LLC Series F1 Private equity $22.8M
B. Riley Private Shares Fund 2023-1 Private equity $10.9M
B. Riley Private Shares 2023-2 QC Private equity $8.2M
B. Riley Private Shares Fund 2022-1 Private equity $3.7M
B. Riley Private Shares Fund 2022-1 QP Private equity $1.7M
Social Internet Fund I Private equity $1.4M
Nam Special Situations Fund Vii Private equity $58.2K
Nam Special Situations Fund Iii, LLC Magic Leap Series 1 Private equity $0