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RIA / WealthPrivate fundprivate equity fund3(c)(7)

B. RILEY PRIVATE SHARES 2023-2 QP, LLC

advised by B. RILEY WEALTH PRIVATE SHARES

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed8c074a-8af7-b42f-3d1c-3b29c06df751

Data as of May 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2024 to May 15, 2024
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B. Riley Private Shares 2023-2 Qp, LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: B. RILEY WEALTH PRIVATE SHARESCRD 315851
Fund type: Private Equity Fund
Latest reported GAV: $249Mgross asset value on Schedule D 7.B(1), as of 2024-05-15; never fund size
Peak reported GAV: $249M
Beneficial owners: 312
Minimum investment: $50,000
Owned by the adviser: 700%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-491253an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 29, 2024
Last reported: May 15, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-6734068273

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 15, 2024	$249M	312	$50,000	700.0%	yes	B. RILEY PRIVATE SHARES 2023-2 QP, LLC
Mar 29, 2024	$249M	312	$50,000	700.0%	yes	B. RILEY PRIVATE SHARES 2023-2 QP, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
AXOS BANK	AXOS BANK	SAN DIEGO	California	United States	no	n/a
INSPIRA FINANCIAL TRUST, LLC	INSPIRA FINANCIAL TRUST, LLC	OAK BROOK	Illinois	United States	no	n/a

Relationships

Advises (1)

← B. RILEY WEALTH PRIVATE SHARESRegistered adviserPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed8c074a-8af7-b42f-3d1c-3b29c06df751
First observed: Mar 29, 2024
Last observed: May 15, 2024 28 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

B. RILEY PRIVATE SHARES 2023-2 QP, LLC

advised by B. RILEY WEALTH PRIVATE SHARES

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed8c074a-8af7-b42f-3d1c-3b29c06df751

Data as of May 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 15, 2024

$249M

312

$50,000

700.0%

yes

B. RILEY PRIVATE SHARES 2023-2 QP, LLC

Mar 29, 2024

$249M

312

$50,000

700.0%

yes

B. RILEY PRIVATE SHARES 2023-2 QP, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

AXOS BANK

SAN DIEGO

California

United States

n/a

INSPIRA FINANCIAL TRUST, LLC

OAK BROOK

Illinois

United States

n/a