DFX Intelligence
Private funds
Private funds of B. Riley Wealth Advisors, Inc.About this listOne row per SEC private fund identifier, from the adviser’s own Schedule D. Gross asset value is the fund’s reported assets on its latest filing, never a fund size and never dry powder.A fund that stopped being reported while its adviser kept filing is marked no longer reported. The wealth-manager funds here are the SPVs, feeders and access vehicles the capital graph is built on.
55 funds
| Fund | Adviser | Type | Gross assets | Owners | Minimum | First reported |
|---|---|---|---|---|---|---|
| Innovation X Holdings Qp, LLC (Lyft Series III) 805-6502441089 · no longer reported | B. Riley Wealth Advisors, Inc. BD affiliated | Private Equity Fund | $0 | 106 | $25,000 | Dec 2, 2016 |
| Innovation X Qp LLC Series I Snap 805-6765586059 · no longer reported | B. Riley Wealth Advisors, Inc. BD affiliated | Private Equity Fund | $0 | 180 | $25,000 | Dec 19, 2017 |
| Nam Special Situations Fund I Qp LLC Fbio Series IV 805-7833823795 · no longer reported | B. Riley Wealth Advisors, Inc. BD affiliated | Private Equity Fund | $0 | 0 | $25,000 | Dec 19, 2017 |
| N•• S•••••• S••••••••• F••• I• Q• L•• F••• S••••• V• 805-8030183787 · no longer reported | B• R•••• W••••• A•••••••• I••• BD affiliated | Private Equity Fund | $0 | 0 | $25,000 | Dec 19, 2017 |
| N•• B•••••• F••• I•• L•• S••••• V• 805-8960576367 · no longer reported | B• R•••• W••••• A•••••••• I••• BD affiliated | Private Equity Fund | $0 | 0 | $25,000 | Dec 19, 2017 |
The fund and adviser names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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