B. Riley Wealth Private Shares

Fee-Only (% of Portfolio)

B. Riley Wealth Private Shares (BRWPS) advises pooled investment vehicles, also known as private equity funds. BRWPS manages each fund according to an investment strategy. The funds may be established by BRWPS, its affiliates, or third parties. BRWPS has the authority to manage the daily operations and investment activities of the funds. Each fund primarily purchases securities issued by a single, privately-held early or developmental-stage company. BRWPS monitors the performance of the fund's portfolio companies and makes distributions when appropriate.

Assets Under Management$41M
Clients9
Advisors3
Avg. per Client$4.6M
Avg. per Advisor$14M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3 Advisors at this firm