DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Innovation X Holdings Qp, LLC Series 2018-6b

Private Equity Fundadvised byB. Riley Wealth Advisors, Inc.BD affiliated805-5757059106no longer reportedIAPD
Gross asset value
$40.3M
as of Aug 29, 2022; not a fund size
Peak GAV
$40.3M
highest filing
Owners
171
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
1%
Reported
19 filings
Dec 24, 2019 to Aug 29, 2022
Reporting history
one row per Form ADV filing
Gross asset value$40.3M as of Aug 29, 2022
Dec 24, 2019$22.2M then
Owners171 as of Aug 29, 2022
Dec 24, 2019171 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-340218reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, California
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons